Intel and the Danger of Integration

Intel is in an increasingly bad position in part because it has been captive to its integrated model. Or, you could simply say they were disrupted.

The End of Windows

The Windows division no longer exists at Microsoft, marking the end to a four-year process of changing Microsoft’s culture.

Amazon Health

Amazon Health doesn’t seem like much now, but there are hints it could be the ultimate application of Aggregation Theory.

Books and Blogs

Blogs are no longer a writing platform for new entrants; they are better than books for the ongoing development of ideas.

Disney’s Choice

Cable TV created a world where differentiated content could profit from everyone; that is why it will be hard for Disney to make the choices streaming will force on them.

Opendoor: A Startup Worth Emulating

OpenDoor has a unique yet high-risk approach to residential real estate; that’s a great thing, both for its prospects and for society.

Walmart and the Multichannel Trap

Walmart wasted years trying to retrofit their model to ecommerce. Buying Jet.com will give them a better chance, but it’s almost certainly too late to compete with Amazon.