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Business Model Analysis
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- Focus Pocus: Is Breaking Up a Cure for Corporate Attention Deficit Disorder? ·
- Daily Update: How Apple Pay Might Fail, Dropbox and Office, Amazon Prime Adds Cloud Storage ·
- How Apple Creates Leverage, and the Future of Apple Pay ·
- Amazon's Field of Dreams: Revenue Growth Without Profitability – A Valuation Analysis ·
- Publishers and the Smiling Curve: Value Distribution in Platform-Mediated Markets ·
- Daily Update: The Twitter Mismatch; Microsoft Cuts the Xbox Price, Again; The Office Platform ·
- Daily Update: Microsoft Earnings and Surface's Alleged Success, Amazon Earnings and the Fire Fantasy, The End of the Apple-GT Advanced Saga ·
- Daily Update: Peak Google and Disruption's Cousins, Twitter Fabric, Mark Zuckerberg 講中文 ·
- Peak Google — Stratechery by Ben Thompson ·
- Mirantis Raises $100 Million Series B, Challenging Incumbents as the Pure-Play OpenStack Leader
- Musings on Markets: Go Pro — Camera or Smartphone? Social Media or Electronics? Price or Value? ·
- Daily Update: GT Advanced's Bankruptcy, The Magazine is Shutting Down, Priceless Beats ·
- PayPal's Incentive Problem ·
- Daily Update: eBay and PayPal, Poor Pebble, Intel Caves to GamerGaters ·
- Ello and Consumer-Friendly Business Models ·
- The Walking Dead: BlackBerry, Yahoo and the Zombie Apocalypse ·
- Don't Blame Uber – Stratechery by Ben Thompson ·
- Daily Update: Uber, Contract Workers, and Driver Power; Alibaba Raises $21.8 Billion; Larry Ellison Takes Care of Larry Ellison ·
- Daily Update: Amazon's New Devices, Sony Gets Crushed, Apple Takes Aim on Google ·
- Microsoft's Good (and Potentially Great) Minecraft Acquisition ·
- Wearables, Payments, Chickens and Eggs ·
- The iPhone 6: From Louis Vuitton to Chanel – Veblen Goods and Premium Pricing Strategy ·
- Amazon: Not an E-commerce Company ·
- Daily Update: The Twitter Tradeoff, Lenovo Impresses Again, Beleaguered ·
- Daily Update: Amazon Local Register, Messaging Apps Are Extremely Profitable, Samsung v HTC ·