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Articles

  • Defining Aggregators

    Building on Aggregation Theory, this provides a precise definition of the characteristics of aggregators, and a classification system based on suppliers. Plus, how to think about aggregator regulation.

  • Books and Blogs

    Blogs are no longer a writing platform for new entrants; they are better than books for the ongoing development of ideas.

  • The Super-Aggregators and the Russians

    Facebook is in trouble — again — for Russian ads about the election; figuring out how to deal with them requires first understanding that Facebook, like Google, is a Super-Aggregator. It faces zero transaction costs in all parts of its business.

  • The Lessons and Questions of the iPhone X and the iPhone 8

    The iPhone X is a quintessential Apple product, because it is the best; is there a market for iPhone 8?

  • Everything is Changing; So Should Antitrust

    WPP is dealing with not only a changing advertising industry but a changing world, thanks to the Internet. Antitrust needs to change as well.

  • Uber’s New CEO

    Uber has a new CEO, and the reason he is a great choice explain why the Uber job is still an attractive one.

  • Disney’s Choice

    Cable TV created a world where differentiated content could profit from everyone; that is why it will be hard for Disney to make the choices streaming will force on them.

  • The Uber Dilemma

    Benchmark’s lawsuit against Uber is extraordinary; that is because Uber, despite everything, remains an extraordinary company. Game theory explains the implications.

  • Apple and the Oak Tree

    Apple’s business, thanks to Services, is growing ever stronger, even as Apple loses the model — and the product — that made the company what it is today.

  • Microsoft’s Monopoly Hangover

    There are striking similarities between Microsoft today and IBM in the Lou Gerstner era, but today’s IBM should be a warning to Redmond.