Google announced ARCore, which is basically copying ARKit (and abandoning Project Tango). The company that stands to benefit the most from the news is actually Apple.
Spotify Follow-up, Nutanix and Hyper-Convergence, The Conservation of Attractive Data-Center Profits
A correction and follow-up on Spotify, and why the streaming service and the labels need each other. Then, the theory behind Nutanix and hyper-convergence in the data center.
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.
Disconfirming Ebooks
Aggregation Theory would seem to argue that ebooks are destined to dominate the publishing industry. However, that is decidedly not happening; understanding why is a powerful tool to make the theory better.
Okta is a Unicorn, BlackBerry Acquires Good Technologies
Okta is an important company in part because what their existence says about Microsoft’s challenges in the enterprise space. Plus, Blackberry acquires Good Technology, making them the market leader in device management.
Meetup Information; LinkedIn Beats, Slumps; Samsung’s Shift Continues; Sony’s Specialization
LinkedIn and Samsung both had negative reactions to their earnings, but both are in the middle of a shift to a better position going forward; Sony’s results were worse on an absolute basis but better received because they’ve already gone through the hard work of focusing on what works.
Plus, meetup information for Chicago, New York, and Madison
Google’s Integration of Retail and Hotels, Facebook Page Shops, Netflix’s Earnings
Google’s “buy button” for ads and experiments in hotels fit the pattern of Internet-based disruption. Facebook, meanwhile, is meeting needs it itself created, and Netflix has started a virtuous cycle.
Why Web Pages Suck
Everyone complains about web pages that suck, but the reality is that it is advertisers who call the shots. This should, at a minimum, put Facebook’s Instant Articles and Apple’s News app in a new light.
Netflix and the Conservation of Attractive Profits
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
Daily Update: Google, Intel, and TAG Heuer Announce Partnership; FTC Staff Recommended Suing Google for Antitrust Violations
Good morning, Look for the next episode of Exponent later today. It’s about advice and life and all sorts of other squishy stuff I’m probably sorely unqualified to discuss. Perhaps that will make it interesting. On to the update: Google, Intel, and TAG Heuer Announce Partnership From Bloomberg: Swiss watchmaker TAG Heuer is creating aSubscribe […]