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Latest Podcast

Concepts

Disruption Theory

  • 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

  • App Store Policy Follow-up, The iPad Pro, The iPad Pro Accessories

    First, some follow-up on yesterday’s piece on App Store policies: I actually forgot some product holes, plus a defense of “shareware.” Then, the iPad Pro’s strategic justification and a review of it and its accessories.

  • Okta is a Unicorn, BlackBerry Acquires Good Technologies

    Okta is an important company in part because what their existence says about Microsoft’s challenges in the enterprise space. Plus, Blackberry acquires Good Technology, making them the market leader in device management.

  • Features and Networks, Tesla Model X Pricing Revealed, Consumer Reports and the Tesla P85D

    I linked to a piece yesterday suggesting that Twitter abandon the 140-character limit: do I agree? Or is that missing the point entirely? Then, the Internet goes nuts about the Model X price without taking the time to understand why it is so expensive; meanwhile the latest Model S shows that Tesla isn’t necessarily making cars.

  • Meetup Information; LinkedIn Beats, Slumps; Samsung’s Shift Continues; Sony’s Specialization

    LinkedIn and Samsung both had negative reactions to their earnings, but both are in the middle of a shift to a better position going forward; Sony’s results were worse on an absolute basis but better received because they’ve already gone through the hard work of focusing on what works. Plus, meetup information for Chicago, New York,…

  • Amazon’s Transformation, The Apple Music Backlash

    Amazon turned a surprising profit: was it on purpose? More importantly, what does it say about the fundamental nature of Amazon as a company and as an investment? Plus, why the Apple Music backlash shouldn’t be a surprise, and a survey about meet-ups for this summer.