Disruption Theory – Page 24 – Stratechery by Ben Thompson

China Slowing, Apple Growing; Is Tesla Disruptive?

Tuesday, May 12, 2015

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

Wednesday, April 29, 2015

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…

Daily Update: Google, Intel, and TAG Heuer Announce Partnership; FTC Staff Recommended Suing Google for Antitrust Violations

Friday, March 20, 2015

Apple’s 2010s Mistakes

Apple’s 2010s Mistakes

(Preview) Two Paths for Apple and Its Users, More on Amazon and Advertising, OpenAI and 722 Mathematical Manuscripts

Fraud Watch 2026, Sixth Men and 32 Teams and KAT, All Eyes on the Heat and the Southeast

Apple and LG, The House For Everyone Else, Agent Standards and Amazon

Game Decompilation, Is This Legal?, A Well-Trodden Path

Apple’s 2010s Mistakes

(Preview) Two Paths for Apple and Its Users, More on Amazon and Advertising, OpenAI and 722 Mathematical Manuscripts

Fraud Watch 2026, Sixth Men and 32 Teams and KAT, All Eyes on the Heat and the Southeast

An Interview with Jason Del Rey About Muse, Amazon, and Walmart

An Interview with Colossus EIC Jeremy Stern About Profiling Mark Zuckerberg