Disruption Theory
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Integration and Monopoly
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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Google and Ambient Computing
Google presented a vision of ambient computing that goes beyond the smartphone. The company is well-placed, but faces challenges both in the marketplace and in the mirror.
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What Is a Tech Company?
The question of “What is a tech company” comes down to how much software and its unique characteristics affects the company’s core business.
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Privacy Fundamentalism Follow-up, Peloton’s S-1, Peloton and Disruption
Answering two criticisms of Privacy Fundamentalism, and then looking at Peloton’s S-1 and answering the question as to whether or not they are a tech company through the lens of disruption.
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Shopify and the Power of Platforms
It is all but impossible to beat an Aggregator head-on, as Walmart is trying to do with Amazon. The solution instead is to build a platform like Shopify.
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Walmart’s E-Commerce Struggles, Textbook Disruption, The Benefits of Not Competing
Walmart is struggling in ecommerce for very predictable reasons; the company — and economy — is better off leveraging its assets and not competing directly with Amazon.
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AMD Launches 7nm Chips, Sony Partners with Microsoft, Apple and AWS
AMD leapfrogs Intel thanks to modularity, Sony partners with Microsoft thanks to scale, and Apple balances both.
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Apple’s Services Event
Apple’s Services Event generally made sense, even if most products weren’t ready to launch. It’s fair to wonder, though, if something important is being lost.
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The Value Chain Constraint
Companies succeed or fail not based on technology but rather according to their ability to integrate within their value chains.