Category: Strategy

  • Ho Hum, Apple’s boring choices with TV+

    There’s a passage toward the end of Walter Isaacson’s majestic biography, Steve Jobs, about what was on the Apple founder’s mind as he was dying of cancer: He very much wanted to do for television sets what he had done for computers, music players, and phones: make them simple and elegant. “I’d like to create an…

  • Why Amazon’s house brands will win big

    On Monday, a pair of Bloomberg articles by Spencer Soper surfaced a recent Jungle Scout study arguing that Amazon’s house brands aren’t selling well. For example, in apparel, “only one percent of Amazon’s total sales account for its private label brands.” One of Soper’s articles, “Most Amazon Brands Are Duds, Not Disrupters, Study Finds,” ends in a…

  • Why Google Should buy eBay: Digital Assistant Wars

    Last week, Allison Prang reported in The Wall Street Journal that eBay, under pressure from activist investors, is planning a strategic review of its assets, including its classified ad business and StubHub, in order to “drive meaningful shareholder value.” This is code for “we want to sell off a bunch of things in order to…

  • Why direct-to-consumer (DTC) companies fail

    Three popular letters this month are DTC, which stands for “direct to consumer.” DTC is an exploding category for low consideration products that we used to buy in person at the pharmacy or grocery store. Then we got Amazon and could order online. Now, we can also go directly to the manufacturer, cutting out the…

  • Nonprofits are the real threat to Uber and Lyft

    There is little that is technologically defensible about Uber or Lyft. Both companies combine a handful of off-the-rack features: a smart phone app, map, GPS, credit card, and a rider/driver-matching algorithm. It would not, therefore, be difficult to clone a ride-hailing competitor. For years, I’ve maintained that Uber the verb (“let’s uber there later”) will be…

  • 2023: Why Comcast should worry

    For years I’ve thought that—while Comcast’s cable television business had a future that made polar bears wince in sympathy—its lock on the cable internet business made the company invulnerable. Sure, cord-cutting and cord-shaving are eroding cable TV. Younger people in particular, unless they are big sports fans, don’t bother to subscribe (cord-nevers). However, Comcast still…

  • Amazon’s real reason for launching “Free Dive” isn’t about ad revenue

    Late last month, the business rumor mill exploded with the story that Amazon subsidiary IMDB was to launch “Free Dive,” an ad-supported streaming video service that would be free to anybody who had an Amazon Fire TV device. Free Dive would be distinct from Amazon’s mostly ad-free Prime Video on Demand service because no Amazon…

  • Paging Dr. Alexa

    Two personal events over the summer made me realize that one of the most compelling use cases for digital assistants concerns senior citizens. I was primed to think this because this week the Center has released a mini-report — Sharpest Edge: Digital Assistants — that explores how programs like Alexa, Siri, Google Assistant, Cortana, Eva, and…

  • Streaming superheroes and the DC Universe

    DC Entertainment — home to Superman, Batman, Wonder Woman, the Justice League and a part of the recent AT&T acquisition of Time Warner — has announced a new streaming video on demand service called DC Universe that will premiere in 2019. The service is a competitor to Netflix, Hulu, Amazon Prime Video, and other Over…

  • Why it’s easy to label things as “fake news”

    On March 10, a MarketWatch story, “How biased is your news source? You probably won’t agree with this chart,” featured the remarkable Media Bias chart created by patent attorney Vanessa Otero. (go here FOr a larger version.) This is the third version of Otero’s chart. Regardless of whether you agree or disagree with how she rates…