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 Windows division no longer exists at Microsoft, marking the end to a four-year process of changing Microsoft’s culture.
Amazon Health doesn’t seem like much now, but there are hints it could be the ultimate application of Aggregation Theory.
Netflix had another great set of earnings that highlight the company’s sustainable differentiation. The company’s ability to raise prices does the same, as well as its clearly disruptive role.
Blogs are no longer a writing platform for new entrants; they are better than books for the ongoing development of ideas.
Google has made a rather odd deal with HTC — basically an acquihire. What are the two company’s motivations? Then, Apple Watch news and reviews, and a smartphone-related acquisition that is actually more important than Google’s.
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 has a unique yet high-risk approach to residential real estate; that’s a great thing, both for its prospects and for society.
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.
Dollar Shave Club is a textbook example of how the new Internet economy will destroy value in incumbent industries.