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Concepts

Disruption Theory

  • Chase Pay and the Payments Stack, Apple Pay and Opportunity Cost, Applying Aggregation Theory

    There’s another new payments solution coming — Chase Pay. The punchline is easy: it will fail. Why it will fail, though, is interesting, and it shows the opportunities and challenges for Apple Pay specifically and the usefulness of Aggregation Theory.

  • YouTube Red, Yahoo Stumbles

    YouTube Red doesn’t make much sense at first glance, but there might be something there if Google goes all in. Plus, the sad end of Yahoo.

  • Venture Capital and the Internet’s Impact

    Venture Capital has been transformed by a surprising source: Amazon. Ultimately, no industry is safe from the impact of the Internet.

  • Twitter Suspends Accounts Over GIFs, SnapChat Shuts Down Snap Channel, More on Moments

    Twitter suspended a couple of accounts for tweeting sports highlights GIFs. First a bit about the issue at hand, and then a bigger picture look at what this says about Moments, if anything. Then, Snapchat is getting out of original programming, which is a great sign. Finally, what the future of Moments should look like.

  • The Web-App Tradeoff, Google’s Accelerated Mobile Pages Project, A Win for the Web

    Some follow-up on Twitter, and then a deep dive on Google’s Accelerated Mobile Pages project. Why is it necessary, what does it do, and is it to be applauded or feared?

  • Twitter’s Moment

    Twitter has had a rough stretch, and most are pessimistic about its chances. I was previously, but I think the upside is looking much brighter than it did before this week.

  • Onshape and Disruption, Office 365 and Sustaining Innovation

    Onshape is CAD software making a bet that starting with the cloud is fundamentally disruptive. However, disruption includes an economic component, and as Office 365 v Google Apps suggests, if that doesn’t exist the incumbents will respond

  • Disconfirming Ebooks

    Aggregation Theory would seem to argue that ebooks are destined to dominate the publishing industry. However, that is decidedly not happening; understanding why is a powerful tool to make the theory better.

  • The Amazon Fire Lineup, The Apple TV, Cable’s User Experience Advantage

    An overview of Amazon’s new fire lineup and how it fits with the company’s overall strategy, an overview of the Apple TV from last week’s event, and a discussion about the fundamental challenge facing all of these TV boxes.

  • Stripe Relay, Stripe’s Differentiation and Challenges, Mobile E-Commerce and Relay

    The launch of Stripe Relay gives me an occasion to cover Stripe for the first time, how it succeeded, its challenges living up to its valuation, and why Stripe Relay could be an important step in that regard