The Moat Map

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

Exponent Podcast: Two By Twos

On Exponent, the weekly podcast I host with James Allworth, we discuss Tech’s Two Philosophies. Listen to it here.

Tech’s Two Philosophies

Google and Facebook represent one philosophy, and Microsoft and Apple represent another; tech needs both, but ultimately platforms are more important than aggregators.

Exponent Podcast: Round Numbers

On Exponent, the weekly podcast I host with James Allworth, we discuss Divine Discontent: Disruption’s Antidote. Listen to it here.

Apple’s Earnings, Facebook’s F8 Keynote, Facebook Dating

Apple’s earnings were less interesting than the expectations game. Facebook’s F8 conference, meanwhile, again cast Zuckerberg’s vision of technology in stark contrast to Steve Jobs. Plus, why Facebook Dating will likely flop.