Disruption Theory
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Daily Update: Apple’s Seattle Office, The Imminent Demise of Radio, CNET Launches a Magazine
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Daily Update: Why Apple Pay was Blocked, and Why it Will Succeed; Google Reorgs, Kind Of
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Daily Update: The Disruption of IBM, An Alternate View of IBM’s 2015 Profit Goal, IBM Sells Fabs to GlobalFoundries
IBM was turned around once, but the turning around made the company ripe for disruption by cloud computing.
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Daily Update: Hailo Exits North America, Intel Earnings, Macworld Expo is Over
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Daily Update: The NBA and the State of TV, Sony WebTV, Privacy versus User Experience
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PayPal’s Incentive Problem
By winning on the web, PayPal was actually disadvantaged when it came to competing in mobile, because its incentives were already shaped by a different problem.
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Daily Update: Shame on Bloomberg (and Apple); Apple Refutes Bend-gate; China Mobile Cutting Subsidies
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Daily Update: The NFL, Advertising, and Pay TV; iPhone Teardown and the 16GB Model; Bend-gate
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Don’t Blame Uber
At the risk of painting too broad a stroke, it seems to me that much of the opposition to changes wrought by the Internet undervalue the positive impact said changes have on normal people. For example, people despair over newspapers closing without appreciating the explosion in quality content freely available to anyone anywhere in the world,…