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 and Ambient Computing
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.
What Is a Tech Company?
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’s E-Commerce Struggles, Textbook Disruption, The Benefits of Not Competing
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 Abandons New York, The Upside of Amazon’s Decision, Waymo and Disruption
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 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 doesn’t seem like much now, but there are hints it could be the ultimate application of Aggregation Theory.
Netflix Earnings, Netflix’s Price Raise, Additional Netflix Notes
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.
Books and Blogs
Blogs are no longer a writing platform for new entrants; they are better than books for the ongoing development of ideas.