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Latest Podcast

Articles

  • Why Web Pages Suck

    Everyone complains about web pages that suck, but the reality is that it is advertisers who call the shots. This should, at a minimum, put Facebook’s Instant Articles and Apple’s News app in a new light.

  • Netflix and the Conservation of Attractive Profits

    Netflix has a lot more in common with Uber and Airbnb than you might think: it all comes back to the Law of Conservation of Attractive Profits, a core principle of disruption

  • Airbnb and the Internet Revolution

    Airbnb gets less press than Uber, but in some respects its even more radical: understanding how it works leads one to question many of the premises of modern society from hotels to regulations. It’s an important marker in the Internet Revolution.

  • Curation and Algorithms

    More and more companies are announcing new products based on human curation, even as the most important content players — Google and Facebook — rely on algorithms. When does curation make sense, and when are algorithms better? And ultimately, who is responsible for both?

  • Unicorns

    There are a lot of unicorns, but not all unicorns are created equally: even if some die the value of them in aggregate is significant.

  • Apple Music and Apple’s Focus

    Apple Music was a muddled mess, which raised the question of why it exists in the first place. Is it important anymore? More importantly, is Apple having trouble remembering how to focus?

  • The Funnel Framework

    The Internet has removed scarcity, meaning business models based on controlling distribution are no longer viable. Instead, the key to success is controlling access to the best customers — and that means being the best.

  • 21 Inc. and the Future of Bitcoin

    Bitcoin is commonly characterized as an alternative currency, but actually the core concept has little to do with money. The potential as a protocol is massive, but only if everyone everywhere is connected to the network. 21 Inc. is trying to make that happen.

  • Apple Watch and Continuous Computing

    The Apple Watch’s success depends on three things: the physical design, the interaction model, and how it interacts with its environment. It’s on the right track

  • Verizon-AOL, Facebook Instant Articles, and the Future of Digital Advertising

    Two seemingly unrelated stores — Verizon buying AOL. and Facebook offering publishers the option of Instant Articles — are actually very much connected: advertising online is undergoing a fundamental shift, and while there will be a few big winners, there will be a lot more losers.