On the business, strategy, and impact of technology. | Continue reading
Understanding the differences between aggregators and platforms matters for companies interacting with them and also regulators considering antitrust. | Continue reading
The Moat Map describes the correlation between the degree of supplier differentiation and the externalization (or internalization) of a company’s network effect. | Continue reading
Google and Facebook represent one philosophy, and Microsoft and Apple represent another; tech needs both, but ultimately platforms are more important than aggregators. | Continue reading
Apple has long defeated disruption by focusing on the user experience; Jeff Bezos and Amazon, though, show that user expectations for their experience are ever-changing. | Continue reading