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  • The Uber Dilemma

    Mon 10:36am By Ben Thompson
    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

    Aug 2, 2017, 10:23 am By Ben Thompson
    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

    Jul 26, 2017, 3:38 pm By Ben Thompson
    There are striking similarities between Microsoft today and IBM in the Lou Gerstner era, but today's IBM should be a warning to Redmond.
  • Publishers and the Pursuit of the Past

    Jul 10, 2017, 9:06 am By Ben Thompson
    The newspaper industry is seeking an antitrust provision to negotiate for a return to a world that is gone and never coming back; worse, it is an approach that could ruin publishing's true future.
  • Ends, Means, and Antitrust

    Jun 28, 2017, 7:41 am By Ben Thompson
    Google is a monopoly, and almost certainly a bad actor: shopping, though, is a terrible example that shows how regulators can go wrong.
  • Amazon’s New Customer

    Jun 19, 2017, 7:45 am By Ben Thompson
    The key to understanding Amazon's purchase of Whole Foods is to understand that Amazon didn't buy a retailer: the company bought a customer.
  • Podcasts, Analytics, and Centralization

    Jun 13, 2017, 9:59 am By Ben Thompson
    The answer to podcast monetization is not analytics: it it true centralization, and it seems unlikely that Apple has it in them.
  • Apple’s Strengths and Weaknesses

    Jun 6, 2017, 11:16 am By Ben Thompson
    Both Apple's strengths and weaknesses were on full display at its annual WWDC keynote; the HomePod is a perfect example.
  • Faceless Publishers

    May 31, 2017, 8:47 am By Ben Thompson
    The missing piece when it comes to the future of media are faceless publishers. Vox Media's deal with The Ringer shows the way.
  • Tulips, Myths, and Cryptocurrencies

    May 23, 2017, 7:47 am By Ben Thompson
    Did you hear the one about the tulip bubble? It's almost certainly a myth. It is myths, though, that explain why cryptocurrencies are here to stay.