Tidbits #39

Hello, hello! Here’s what I found interesting recently. Thanks for reading. 🗺 Geopolitics #1 Peter Thiel- “I do wonder whether at this point Bitcoin should also be thought in part of as a Chinese financial weapon against the U.S.” Peter Thiel: Well, you know, I think there’s sort of a lot of different things that … Continue reading Tidbits #39

Tidbits #30

Hello, hello! 👋🏻 👋🏻 Thanks for reading. A little longer than usual, but I hope you have as much fun reading it as I did writing it. If you can’t get through all of it, please at least check out #20! It’s awesome. I guarantee it. 🗺 Geopolitics #1 Twitter Locks Out Chinese Embassy in … Continue reading Tidbits #30

Tidbits #14 – The Long and Short of It…May We Find Ourselves in Good Health

Below are some of the items that I found most interesting in the last few days. In comparison to prior editions of Tidbits, there isn’t any major cohesive theme that demands our attention. But companies of interest continue to push their agendas forward that will likely lead to industry shifts down the line. Luckily, that … Continue reading Tidbits #14 – The Long and Short of It…May We Find Ourselves in Good Health

Tidbits #10

A hodgepodge… 🛍 Commerce #1 Shopify continues to “Arm the Rebels” with a Walmart partnership Starting today, Shopify merchants across the U.S. will be able to apply to sell through Walmart.com. If approved, they’ll be able to connect their Shopify store to their Walmart Seller Account, enabling them to quickly and easily sync their product … Continue reading Tidbits #10

Payments and Loyalty

In my recent post, “The Coming Ecosystem War Over Your Wallet and Payments“, I argued that payments is increasingly becoming central to tech ecosystem strategies because of data: The desire for proprietary data (and the desire to keep proprietary data, proprietary) is driving further cracks into the open internet. Today, we live in multiple internet … Continue reading Payments and Loyalty

Tidbits #4

As previously mentioned, Nintendo is following in the footsteps of Disney and will be building theme park attractions. Bloomberg recently published more details on what that may look like ahead of Super Nintendo World opening at Universal Studio Japan: Super Nintendo World is slated to open this summer in Osaka, featuring a Power Up Band … Continue reading Tidbits #4

Tidbits #2

Before writing any further, I want to wish you all a happy holiday season as we wrap up the decade and begin anew! If you have a few minutes to spare during the holidays, this article is worth a read. Not only does it discuss Shopify’s strategy, it manages to do so using the context … Continue reading Tidbits #2

The Future of Ecommerce: Utilitarian vs Social

When people think about ecommerce today, they likely think about ecommerce along the lines of C2C (consumer-to-consumer), B2C (business-to-consumer), or B2B (business-to-business) – in other words, classification by type of buyers and sellers. Or perhaps people think about 1P (1st party) vs 3P (3rd party), depending on whether the ecommerce platform itself engages in the … Continue reading The Future of Ecommerce: Utilitarian vs Social

What Apple, Google, and Facebook’s Business Models Tell Us About Their Ability to Adapt to the Coming AI-Future

  Judging from market multiples, it’s clear the market is skeptical of Apple’s ability to continue to succeed and has been for many years (currently, 1-yr forward P/E of ~15x despite recent re-rating), while holding limited concern for Google and Facebook (both 1-yr forward at ~26x). This concern is understandable given the ever-changing tech environment and … Continue reading What Apple, Google, and Facebook’s Business Models Tell Us About Their Ability to Adapt to the Coming AI-Future