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.

Disrupting Basketball, Thiel-Gawker Follow-up, Intel and ARM

The Golden State Warriors are kinda sorta disrupting basketball, and making plenty of enemies in the process, which segues to a follow-up on Peter Thiel and Gawker. Then, Intel and ARM have dueling releases that show just how different they are.