Disrupting Basketball, Thiel-Gawker Follow-up, Intel and ARM

The Golden State Warriors are kinda sorta disrupting basketball, and making plenty of enemies in the process, which segues to a follow-up on Peter Thiel and Gawker. Then, Intel and ARM have dueling releases that show just how different they are.

Peter Thiel, Comic Book Hero

What Gawker did to Peter Thiel is inexcusable, but Thiel’s response is threatening to the industry that made him rich in the first place.

Apple and the Long Run, How Satya Nadella Killed Windows Phone

My recent pieces about Apple actually don’t have anything to do with Google I/O or WWDC; they are about structural challenges going forward. Then, Windows Phone is well and truly dead, and how Satya Nadella killed it shows how structural changes can be effective.

The Curse of Culture

It is very fair to say that Apple is threatened by the potential rise of AI. Google, though, is also threatened by its inability to own customers’ attention. The solution for both companies may entail changing their culture, a very tall order indeed.

Google’s Go-to-Market Gap

Google is unique in that their business was built on being the best. The company, though, benefited from the open web. That is not the case in mobile.

Trouble at Lending Club, Lending Club and Aggregation Theory, What Went Wrong

FinTech seems like the perfect application of Aggregation Theory, but over this past week it has blown up in the face of serious issues at Lending Club. The mistakes that were made in do to a degree validate why I haven’t covered the space to date.

Apple, Didi, and Occam’s Razor; Uber in China

Apple investing $1 billion in Didi could signify all kinds of things, but only one explanation makes sense. The big loser, though, is Uber.