Today’s update examines how it is that China smartphone sales are decreasing even as Apple’s share is increasing. Then, I once again take on disruption theory and its adherent, this time around Tesla.
Daily Update: Apple and Disruption, Chromebooks Surpass iPads, Chromecast Surpasses Apple TV
Good morning, A short update today, followed by a request for feedback. On to the update: Apple and Disruption There is a new piece on Stratechery called Best. In summary: Low-end modular-based disruption is real, but it can be forestalled if the integrated incumbent can consistently deliver a superior user experience (i.e. be the “best”)Subscribe […]
Best
The key to avoiding disruption is by providing a superior user experience; that, though, requires focus and execution.
Daily Update: Facebook’s Trio of Announcements, Apple Adds UnionPay, The Web Isn’t Dying
Good morning, I fell pretty drastically behind on both email and in processing rebates/credits over the last few days, so my apologies for any delays. I’ll be taking care of that this week. On to the update: Facebook Facebook Facebook There was a trio of noteworthy Facebook announcements over the weekend: Facebook is improving itsSubscribe […]
Daily Update: Apple’s Seattle Office, The Imminent Demise of Radio, CNET Launches a Magazine
Good morning, We’re 70+ posts in on the Stratechery Forum, so check it out if you haven’t! A couple of quick notes to questions that came up: There is not an app, but the forum is fully responsive and works well on the phone. I myself have pinned the page to my start screen I’veSubscribe […]
Daily Update: Peak Google and Disruption’s Cousins, Twitter Fabric, Mark Zuckerberg 講中文
Good morning, I have to admit, after writing yesterday’s posts on IBM and Google, and recording an episode of Exponent earlier today (it will be posted tomorrow), I’m a bit zonked. Let me get a cup of coffee… OK, I’m back. On to the update: Peak Google and Disruption’s Cousins I posted a piece lateSubscribe […]
Daily Update: The Disruption of IBM, An Alternate View of IBM’s 2015 Profit Goal, IBM Sells Fabs to GlobalFoundries
IBM was turned around once, but the turning around made the company ripe for disruption by cloud computing.
PayPal’s Incentive Problem
By winning on the web, PayPal was actually disadvantaged when it came to competing in mobile, because its incentives were already shaped by a different problem.
Daily Update: Gaming and New-Market Disruption, Why the PS4 is Winning, Uber Testing On-Demand Product Deliveries
Good morning, I trust you won’t mind a couple more items on gaming; I (obviously) find the current debate fascinating, and it’s not as if there is much happening in traditional tech land! On to the update: Gaming and New-Market Disruption The fastest growing demographic in gaming is adult females. From the Wall Street Journal:Subscribe […]
Games and Good Enough
Two months ago I wrote How Apple TV Might Disrupt Microsoft and Sony. Then, about a month later, I went and bought a Wii U. And, a month after that, I bought a 3DS. And now I’m writing another article about gaming, and I think I’ve changed my mind. Still, it’s always dangerous to write […]