The US is fundamentally rethinking its approach to regulating competition, and M&A, and tech, and big tech buying startups. The FTC’s attempt to block Meta from buying Within is a test case for all of this. So, how many interesting problems can we count?
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The Covid Rotation turns, and ecommerce penetration is back to the trend line. But which trend line, and which penetration?
Read MoreData is the new oil, we are told. Every country needs a data strategy, and all of us should own our data, and be paid for it. But really, there is no such thing as data, it’s not yours, and it’s not worth anything.
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Amazon’s ad business is bigger than YouTube and more profitable than AWS. Shein is the biggest fast-fashion retailer in the US, with no stores. US pay TV subscribers have fallen by a third. Where do ad budgets go, where does rent go, and how many brands will there be?
Read MoreSometimes the centre of gravity in tech is very clear, but as we enter 2022 there are lots of areas where trillion dollar questions are wide open. These are the questions I wonder about today, from crypto to cars to fast fashion - there are others.
Read MoreEmail newsletters unlocked a new way to pay for content, but is this a tool or a network? You can write all you like, but how do you get readers? And is the take rate 10% or 90%?
Read More‘Big tech’ buys hundreds of startups, but what are they, what does that mean for competition, and how does this fit into the broader market? How many more Instagrams are there, and how many PA Semis?
Read MoreHas Mark Zuckerberg rebranded Facebook, or rebranded VR? What is the metaverse? And can any company decide to build the future anymore?
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What does a mailbox with 351 thousand unread emails say about Bauhaus, the Arts and Crafts movement, and the Metaverse?
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‘Metaverse’ is the buzzword of the moment, yet it doesn’t really exist as more than a label on a whiteboard, and many of the ideas it tries to combine might not happen, or not like that. This might be the new ‘information highway.’ But however it works, some kind of break-out of new devices, new experiences and new kinds of popular culture seems pretty easy to believe in.
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