The Bill Gates Line

Understanding the differences between aggregators and platforms matters for companies interacting with them and also regulators considering antitrust.

The Moat Map

The Moat Map describes the correlation between the degree of supplier differentiation and the externalization (or internalization) of a company’s network effect.

The Facebook Brand

The Facebook brand is, due to Facebook’s strategic choices, about not respecting privacy. That is why the Cambridge Analytica story is such a problem for the company.

Google’s Earnings, Amazon’s Earnings

Google gives greater clarity to its acquisition costs, and cloud continues to grow. Amazon, though, still has a big lead, funding the rest of the company (still).

The Pollyannish Assumption

Moderating user-generated content is hard: it is easier, though, with a realistic understanding that the Internet reflects humanity — it is capable of both good and evil.

Tech Goes to Washington

Facebook, Google, and Twitter testified before a Senate committee: it provided evidence of how tech prefers power over decentralization, even if it means regulation

Google’s Earnings, TAC and Apple, Google’s Growing Network

Google’s crushed earnings even more than usual, and Network growth may be a big reason why. Plus, why Google continues to pay TAC, plus notes on Google coverage and “innovation” in ads.