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Concepts

Disruption

Disruption is still explanatory, but the Internet has changed a lot.

  • Dollar Shave Club and the Disruption of Everything

    Dollar Shave Club is a textbook example of how the new Internet economy will destroy value in incumbent industries.

  • TV Advertising’s Surprising Strength — And Inevitable Fall

    TV advertising is having a good week at the upfronts, and it may be more resilient than expected. That, though, means the crash will be even more abrupt.

  • 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.

  • Facebook Earnings, Facebook and New Market Disruption, Facebook’s Share Reclassification

    In a market where it’s peers have been struggling Facebook crushed it again, proving out The Facebook Epoch. However, could the company’s potential be even greater than that? Plus why the company’s share reclassification makes me uncomfortable.

  • The Saga of Samsung’s High-End Smartphones, The PC Enters a New Stage of Disruption

    Samsung’s smartphone fortunes are looking up, now that the worst that could happen already has. However, the outcome is far grimmer for the PC.

  • It’s a Tesla

    Tesla is not a disruptor, but then again, neither is Apple, the closest comp: both succeed by building a brand around being the best.

  • Andy Grove and the iPhone SE

    Andy Grove passed away the same day that Apple announced the iPhone SE. One of Grove’s best decisions reminds me of this launch.

  • The FANG Playbook

    The FANG companies — Facebook, Amazon, Netflix, and Google — are far more similar than you might think. Their rise in value is no accident, and it is connected to Aggregation Theory.

  • Beyond Disruption

    Clayton Christensen claims that Uber is not disruptive, and he’s exactly right. In fact, disruption theory often doesn’t make sense when it comes to understanding how companies succeed in the age of the Internet.

  • Activision Blizzard Buys King Digital, EA and the Disruption Narrative, Apple TV Gaming

    Activision Blizzard is buying King, the makers of Candy Crush Saga; the mobile games maker is probably worth more to a company like Activision Blizzard than they are by themselves. Plus, both EA and Activision Blizzard beat earnings expectations — does that mean the gaming disruption narrative is wrong?