Disruption Theory
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What Clayton Christensen Got Wrong
Clayton Christensen continually predicts that Apple will be disrupted because his theory does not incorporate the importance of the user experience.
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Two Minutes, Fifty-six Seconds
After endless dithering, that’s how long it took me to know the iPhone 5C would cost $549. It was at two minutes, fifty-six seconds1 that Tim Cook said there would be a video – a video! – about the iTunes Festival. And it was awesome. In case you didn’t watch the whole video (and you really…
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If Apple is Disrupted, Will We Blame Tim Cook?
I’m not predicting the following will happen, but I’m also not saying it won’t.1 September 18, 2018, Beijing, China – In a development few could have foreseen even five years ago, it’s Beijing and its global icon Xiaomi that is the star of September, the role formerly filled by the increasingly irrelevant Apple. At 10AM local…
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If Steve Ballmer Ran Apple
Bear with me, I know my premise is ridiculous. Imagine Steve Ballmer was right now the CEO of Apple, with the same set of products and opportunities. Suspend disbelief about cultural clashes, or organizational structure. Presume Ballmer could set the strategy, and that Apple would execute it accordingly. In this scenario Apple would make more money…
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The App Store Rainbow
Postulate: The greatest differentiator for iOS is the quality of its apps. That’s the position taken by Benedict Evans in a must-read piece: If total Android engagement moves decisively above iOS, the fact that iOS will remain big will be beside the point – it will move from first to first-equal and then perhaps second place…
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Amazon’s Dominant Strategy
Jonah Keri, on Mike Trout, the baseball player: “You always look at player comps in this business,” Bane said. “None of our guys wanted to put down the comp that you’d expect in this case, because it’s just too much pressure. We should have done it, though. We should have put down the comp that a…
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Waze Winners and Losers
Google acquired Waze earlier this week for a reported $1.03 billion. This is an interesting deal for a few different reasons with a clear set of winners and losers. Big Winner: Waze This is an incredible exit for a company with only ~17 million active users and negligible revenues. Waze is a great product – I’m…
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The Jobs TV Does
This is Part 3 of a three-part series on what changes, if any, may be coming to TV TV, as I have recounted in the last two articles, is as firmly entrenched as an incumbent can be. The idea that you can cut the cord and simply watch the shows you currently want to watch (unbundling)…
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Why TV Has Resisted Disruption
The structure of the TV businesses and exclusive content has helped the industry escape disruption. For now.