Disruption Theory
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WarnerMedia to Stream Movies First Day, AT&T Versus HBO, Self-Disruption
WarnerMedia’s move to stream all of its movies on HBO Max appears to be value disruptive, but if the company is actually meaningfully responding to disruption, that was inevitable.
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Intel’s Disruption, Intel vs. Apple, Additional Notes on the M1
Apple’s shift in differentiation shows how Intel went wrong; then, more notes on the M1, including Microsoft’s mysterious absence.
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Apple’s Shifting Differentiation
Apple is about the integration of hardware and software, but the balance between the two has shifted over time.
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Disney and Integrators Versus Aggregators
Disney’s reorganization reinforces their integrated strategy; there is a lot to learn for anyone competing with Aggregators.
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Nvidia’s Integration Dreams
Nvidia’s acquisition of ARM only makes sense from a financial perspective, unless you buy Jensen Huang’s datacenter dreams.
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Chips and Geopolitics
TSMC showed the power of modularization, and now they are core to the U.S. national security strategy.
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The Anti-Amazon Alliance
Google Shopping is changing its model, suggesting Google is joining the Anti-Amazon Alliance; 3rd-party merchants should do the same.