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Google - Business Model, Strategy

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The Moat Map – Stratechery by Ben Thompson
Article 2018

The Moat Map – Stratechery by Ben Thompson

The Moat Map describes the correlation between the degree of supplier differentiation and the externalization (or internalization) of a company’s n...

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The Bill Gates Line – aggregators and platforms
Article 2018

The Bill Gates Line – aggregators and platforms

Understanding the differences between aggregators and platforms matters for companies interacting with them and also regulators considering antitru...

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Google buys Fitbit for $2.1 billion - The Verge
Article 2019

Google buys Fitbit for $2.1 billion - The Verge

Google has just announced that it’s buying wearable company Fitbit for $2.1 billion. The deal should bolster Google’s flagging efforts in wearable ...

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Why these are Google’s 7 best acquisitions
Article 2019

Why these are Google’s 7 best acquisitions

From Wall Streeters to members of the media, it is not uncommon to hear people wax eloquent about Facebook’s high-profile acquisition of Instagram ...

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Google blew a ten-year lead
Article 2020

Google blew a ten-year lead

Back when there were rumors of Google building an operating system, I thought “Lol.” Then I watched then-PM Sundar Pichai announce Chrome OS. Th...

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Google to invest $10 billion in India
Article 2020

Google to invest $10 billion in India

Google said on Monday that it plans to invest $10 billion in India in the next five to seven years as the search giant looks to help accelerate ado...

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