Modular versus Integrated
Modularity and integration happens throughout the value chain, and is the key to providing a superior user experience and extracting profits.
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Google Shopping is changing its model, suggesting Google is joining the Anti-Amazon Alliance; 3rd-party merchants should do the same.
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The fate of Harry’s and other DTC companies, particularly relative to companies like Credit Karma, highlight how the Internet elevates the importance of demand over supply.
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Apple has won through integration, but integration combined with network effects and economies of scale can result in bad outcomes that look a lot like monopolies.
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Companies succeed or fail not based on technology but rather according to their ability to integrate within their value chains.
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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.
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Netflix has a lot more in common with Uber and Airbnb than you might think: it all comes back to the Law of Conservation of Attractive Profits, a core principle of disruption
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The End of Trickle-Down Technology
Reaching developing markets depends on understanding that consumers with a small budget are very different from consumers who aren’t interested in spending much
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Docker and the Integrated Open Source Company
It’s been a long time since an open source project has gotten as much buzz and attention as Docker. The easiest way to explain the concept is, well, to look at the logo of the eponymous1 company that created and manages the project: The reference in the logo is to shipping containers, one of the most…
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Daily Update: Amazon is Selling Diapers, Amazon Launches Sortation Centers, AvantCredit and Lending Club
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Daily Update: Xiaomi Wins on More than Price, Micromax and Local Taste, Local Brands and Scale
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WWDC Expectations
Update: bumping to the top of the page Beyond the usual updates of iOS and OS X, there are two significant rumors about what Apple might unveil next week at WWDC. The first is Healthbook, as detailed by Mark Gurman here and here. The second is Apple’s plan for a smart home, first reported by The…
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What Clayton Christensen Got Wrong
Clayton Christensen continually predicts that Apple will be disrupted because his theory does not incorporate the importance of the user experience.
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Apple and the Innovator’s Dilemma
This paper was originally written in 2010 for a Corporate Innovation class at Kellogg Business School, and thus predates Stratechery by several years.