Concepts

Disruption Theory

  • The Best Twitter Day Ever, The End of Windows Phone

    Something amazing happened on Twitter that really highlighted how unique the service is. It also showed how many product holes remain. Then, Satya Nadella does what needed to be done. That doesn’t make it any less impressive.


  • Netflix and the Conservation of Attractive Profits

    Netflix has a lot more in common with Uber and Airbnb than you might think: it all comes back to the Law of Conservation of Attractive Profits, a core principle of disruption


  • The Reddit Rebellion, How Should Reddit Make Money?, The Disappearance of High-End Android

    Reddit had a rough weekend, raising questions as to whether or not the site will ever be able to become a real business. It’s very nature may make that impossible, or maybe it simply needs a different business model. Plus, Samsung and HTC’s tough quarter.


  • Airbnb and the Internet Revolution

    Airbnb gets less press than Uber, but in some respects its even more radical: understanding how it works leads one to question many of the premises of modern society from hotels to regulations. It’s an important marker in the Internet Revolution.


  • Twitter Lightning, Twitter’s Communication Problem, Buzzfeed’s New News App

    Word is out about Lightning, a new Twitter feature that lets people dip in and out of current events. It’s a great move. The question, though, is why talk about it now? The timing highlights a big communication problem. Also, BuzzFeed News’ new app, and the importance of notifications to its future monetization.


  • The Funnel Framework

    The Internet has removed scarcity, meaning business models based on controlling distribution are no longer viable. Instead, the key to success is controlling access to the best customers — and that means being the best.


  • Apple Watch and Continuous Computing

    The Apple Watch’s success depends on three things: the physical design, the interaction model, and how it interacts with its environment. It’s on the right track


  • Google’s BeyondCorp, Reddit’s Anti-Harassment Policy, Speech and Abuse on the Internet

    Today’s update discusses Google’s new corporate security approach as well as Reddit’s new anti-harassment policy, as well as the surprising way in which they are connected.


  • China Slowing, Apple Growing; Is Tesla Disruptive?

    Today’s update examines how it is that China smartphone sales are decreasing even as Apple’s share is increasing. Then, I once again take on disruption theory and its adherent, this time around Tesla.


  • Twitter Needs New Leadership

    Yesterday Twitter released very disappointing quarterly results, with misses on both user and revenue growth. From the Wall Street Journal: Twitter Inc. delivered its weakest quarterly revenue growth as a publicly traded company, casting a shadow on its fledgling advertising business, which until now has been a consistent bright spot. Investors, who sent the company’s stock…