What does it mean when Google, Microsoft or Apple turn your whole company into a feature? When do we let a tech giant build and when do we call the anti-trust lawyers? And what does that mean for Spotify, Yelp or printing in landscape?
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Computing has always moved forwards in jumps of scale, but smartphones reach everyone on earth, so what’s the next jump? AV and VR? Cloud, machine learning and crypto? Or is that the wrong model to use?
Read MoreTech is becoming a regulated industry, and from a regulator’s perspective, one of the problems to address is just how many problems there are. How do they move fast without breaking things?
Read MoreThis year’s lockdowns triggered a huge spike in online sales of every kind, but where would that stabilise? Once things started to calm down, where would the new level be set? We’re now starting to see - over 20% of US retail sales are now online and in the UK, ecommerce is now 40% of retail sales excluding groceries.
Read MoreLots of companies in lots of industries worry that that a big tech company might be about to enter their industry and crush them. How can you tell if you’re a target?
Read MoreDoes Amazon have 40% market share, or 10%? Does Apple have 15%, or 80%? Does Google worry about Bing, or Tiktok? It depends, and it's complicated, but this determines a large part of all the tech anti-trust cases coming up in the next few years.
Read MoreWhat’s going to happen in ecommerce and retail? TV? TV ads? Retail? Brands? Online advertising? There are half a dozen huge industries where all of the cards are being thrown up in the air, and no-one really knows where they’re going to land.
Read MoreFor its first two decades, the consumer internet was American - American companies, products, attitudes and laws set the agenda. That’s not so true anymore - there are more smartphones in China than in the USA and Western Europe combined. Software creation and company creation is diffusing, and attitudes are fragmenting.
Read MoreThe bigger Amazon gets, the more it’s worth reading the accounts. Does AWS subsidise the whole thing? Is the revenue $250bn - or $450bn? And is that ad business just a footnote, or is it bringing in more cash than AWS?
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Both the UK and (today) the USA have given official statistics on how ecommerce and retail have changed during lockdown. The headline numbers are pretty dramatic. The UK went from 20% ecommerce penetration to over 30% in two months, and the USA from 17% to 22%.
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