Disruption Theory
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Apple Event Follow-up: Super Mario Run, iPhone 7 Pessimism, Additional Notes
More on Apple’s event, in particularly Super Mario Run and why there is reason for pessimism around the iPhone 7 announcement. Plus additional notes on the event and Apple’s big chip advantage.
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Beyond the iPhone
Apple’s event may have been lacking on the surface, but it laid the groundwork for innovations that will be revealed in time. And yes, it was courageous.
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Walmart and the Multichannel Trap
Walmart wasted years trying to retrofit their model to ecommerce. Buying Jet.com will give them a better chance, but it’s almost certainly too late to compete with Amazon.
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Dollar Shave Club and the Disruption of Everything
Dollar Shave Club is a textbook example of how the new Internet economy will destroy value in incumbent industries.
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Follow-up: Governments’ Focus, Elizabeth Warren’s Speech on Competition, Facebook Changes the News Feed
One more follow-up to Tuesday’s Weekly Article, then why I don’t necessarily disagree with calls to regulate big platform players. Then, Facebook has changed the news feed, and while there will be an impact on media companies, the bigger news is what this says about Facebook.
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TV Advertising’s Surprising Strength — And Inevitable Fall
TV advertising is having a good week at the upfronts, and it may be more resilient than expected. That, though, means the crash will be even more abrupt.
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Microsoft and Apple Double Down
Both Microsoft and Apple made news yesterday, and while one was unexpected and the other predictable, both are effectively doubling down on their strategies. And both may not matter.
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Disrupting Basketball, Thiel-Gawker Follow-up, Intel and ARM
The Golden State Warriors are kinda sorta disrupting basketball, and making plenty of enemies in the process, which segues to a follow-up on Peter Thiel and Gawker. Then, Intel and ARM have dueling releases that show just how different they are.