Disruption Theory
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Disney’s Choice
Cable TV created a world where differentiated content could profit from everyone; that is why it will be hard for Disney to make the choices streaming will force on them.
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Apple and the Oak Tree
Apple’s business, thanks to Services, is growing ever stronger, even as Apple loses the model — and the product — that made the company what it is today.
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YouTube and the iPhone, Facebook Wins Privacy Case
The lessons that can be learned from YouTube and the iPhone, plus Facebook’s problematic victory in a privacy case.
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Bill Gurley Leaves Uber’s Board, Uber Adds Tipping, Chris Lattner Leaves Tesla
Bill Gurley ultimately believes in the Uber idea, and it probably cost both Kalanick and him their jobs. Then, why it’s a problem that Uber is adding tipping, plus the news that Chris Lattner is leaving Tesla.
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Apple’s Strengths and Weaknesses
Both Apple’s strengths and weaknesses were on full display at its annual WWDC keynote; the HomePod is a perfect example.
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Twitter, Live, and Luck
Last night’s Academy Awards show was another event that showed how special Twitter is; the fact that you had to be there shows just how badly the company has failed to evolve.
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The Future of Enterprise Software, Atlassian Earnings, An Interview with Scott Farquhar
What does the future of enterprise software look like? Atlassian has an idea, so I interviewed their CEO.
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The State of Technology at the End of 2016
The annual Stratechery review of the state of technology, and call to build products that unlock human potential