Disruption Theory

Facebook Earnings, Microsoft Earnings

Thursday, February 1, 2018

Amazon Health was not about the health insurance industry, but about Amazon. Then, Facebook’s earnings were stronger than most appreciate (and as predicted), while Microsoft’s hybrid strategy continues to pay off.

Amazon Health

Wednesday, January 31, 2018

Amazon Health doesn’t seem like much now, but there are hints it could be the ultimate application of Aggregation Theory.

Fixing the Conclusion, Licensing Amazon Go and Self-Checkout, Netflix Earnings

Wednesday, January 24, 2018

Fixing the conclusion of Amazon Go and the Future, and why I don’t think Amazon Go’s technology is a primitive. Then, Netflix continues to be an aggregator, and other notes from the company’s earnings.

Facebook Adds Reputation Scores, Facebook’s Solution, The Unintended Consequences

Monday, January 22, 2018

Facebook will assign reputation scores to news sources, and the solution is far better than most of the company’s critics would have you think. There are, though, unintended consequences.

Facebook’s Motivations

Wednesday, January 17, 2018

The impact of Facebook’s News Feed changes on the media is far less interesting than what the changes — and their stated purpose — say about Facebook itself.

An Interview With Facebook Vice-President of News Feed Adam Mosseri

Tuesday, January 16, 2018

An interview with Facebook Vice-President of News Feed Adam Mosseri about Facebook’s just-announced changes to the News Feed algorithm

Facebook and Age Discrimination, Apple Slows Down iPhones?, 2017: When Tech Grew Up

Thursday, December 21, 2017

Facebook is accused of abetting age discrimination, which raises many of 2017’s most prominent themes. So does the news that Apple slows down iPhones.

Snapchat’s Redesign, Spiegel’s New (Old) Vision, Tencent and Spotify

Monday, December 11, 2017

Snap has a more cogent vision than the one it presented in its S-1; the problem is it might be too late. Tencent, meanwhile, fresh off its Snap investment has picked up a piece of Spotify.

The Pollyannish Assumption

Tuesday, December 5, 2017

Moderating user-generated content is hard: it is easier, though, with a realistic understanding that the Internet reflects humanity — it is capable of both good and evil.

Apple’s Bad Week, Reputation Risk, Integration and Focus

Monday, December 4, 2017

Apple has had a recent spat of bad software bugs. Software is hard, but Apple has more to lose from its reputation than most. Could there be too much integration?

Play-In Chaos and Knueppel Slippage, Anyone But the Thunder, Title Picks and Awards Resolution

Amazon Health

Fixing the Conclusion, Licensing Amazon Go and Self-Checkout, Netflix Earnings

Apple’s Bad Week, Reputation Risk, Integration and Focus

Play-In Chaos and Knueppel Slippage, Anyone But the Thunder, Title Picks and Awards Resolution

Vibe App Quality

(Preview) Six Questions on Frontier AI Labs, Messaging AI to a Skeptical Public, Amazon (and Apple?) Ramps Up Competition with Elon

TSMC Earnings, New N3 Fabs, The Nvidia Ramp

An Interview with F1 Driver and Venture Capitalist Nico Rosberg About the Drive to Win

Amazon Buys Globalstar, Delta to Add Leo, The Apple Angle

Play-In Chaos and Knueppel Slippage, Anyone But the Thunder, Title Picks and Awards Resolution

Vibe App Quality

(Preview) Six Questions on Frontier AI Labs, Messaging AI to a Skeptical Public, Amazon (and Apple?) Ramps Up Competition with Elon

An Interview with F1 Driver and Venture Capitalist Nico Rosberg About the Drive to Win

An Interview with Asymco’s Horace Dediu About Apple at 50

An Interview with Arm CEO Rene Haas About Selling Chips