There is no greater influence on Stratechery than Professor Clayton Christensen, but it is another death — Kobe Bryant’s — that reminds me of what truly matters.
The beginning of technology was about the shift from batched computing in one place to continuous computing everywhere. That era of paradigm changes may be over, which means the real changes are only beginning.
Google presented a vision of ambient computing that goes beyond the smartphone. The company is well-placed, but faces challenges both in the marketplace and in the mirror.
The question of “What is a tech company” comes down to how much software and its unique characteristics affects the company’s core business.
Walmart is struggling in ecommerce for very predictable reasons; the company — and economy — is better off leveraging its assets and not competing directly with Amazon.
Amazon is abandoning to New York, and everyone is a loser, at least in the short term. There may, though, be upside in the lessons learned. Then, a truly excellent article about why Google may be approaching self-driving cars all wrong.
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.