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Latest Podcast

Concepts

Disruption Theory

  • Instagram’s Algorithmic Feed, Apple and the Cloud, Microsoft and Okta

    Instagram is changing the feed, and even though users say they don’t like it it’s the right decision. Plus, why Snapchat may be a threat. Then, two pieces of news about Apple and the cloud, both good and bad. Plus, Microsoft is still competitive, and rightly so.

  • More on Bitcoin, Samsung and Designing Software, The Problem with Holacracy

    More on Bitcoin and the fundamental problem with the project, plus my thoughts on the blocksize question. Then, Samsung still can’t nail software, and the problems with Holacracy.

  • Facebook Earnings, Five Facebook Facts, Additional Facebook Observations

    Facebook earnings were once again impressive: they have a killer market, but the company continues to execute fantastically, particularly on the business side.

  • How Facebook Squashed Twitter

    Twitter uncovered the most powerful format in mobile back in 2006: the feed. But, in 2009, Facebook went algorithmic while Twitter remained to hard to use. Now, it’s almost certainly too late.

  • The FANG Playbook

    The FANG companies — Facebook, Amazon, Netflix, and Google — are far more similar than you might think. Their rise in value is no accident, and it is connected to Aggregation Theory.

  • Twitter 10,000, The Problem with Links, The Business of Expanded Tweets

    News leaked yesterday about Twitter’s plans to allow expanded tweets, something that was seemingly confirmed by Jack Dorsey. This is a move that is only natural, but the business implications are perhaps deeper than people have considered.

  • CES 2016, Augmented vs Virtual Reality, The Resilience of Video Games

    I continue to think that CES is getting more interesting, thanks to the maturation of the smartphone. Then, the differences between augmented and virtual reality, and how that explains the resilience of video games.

  • Tesla and Beyond Disruption, As Yahoo Turns

    A follow-up on Beyond Disruption and why it doesn’t apply to Tesla. Then, what in the world is going on with Yahoo?

  • Beyond Disruption

    Clayton Christensen claims that Uber is not disruptive, and he’s exactly right. In fact, disruption theory often doesn’t make sense when it comes to understanding how companies succeed in the age of the Internet.

  • “Selling Feelings” Follow-up, Match.com’s IPO and Tinder, The Sean Rad Interview

    Follow-up on my piece about Selling Feelings, and then an analysis of the Match.com IPO, and Tinder in particular. Plus, why I think Sean Rad is getting a bit of a bad rap for his disastrous interview.