Concepts

Disruption Theory

  • Observations on the App Annie Index

    App Annie posted their quarterly app report this week, and there were three big-picture trends that jumped out at me. 1. Google Play is getting over the monetization hump, and it’s likely due to in-app purchase From the report: Over the past quarter, Google Play has achieved higher growth rates than the iOS App Store for…


  • The iPad and the Disaggregation of Computing

    In the 10 days this blog has been online I’ve spent a lot of time on mobile, and understandably so! It’s the biggest business in tech, and the entry point to computing for much of the world. But, like many geeks, it is traditional computers that have always been closest to my heart, and what is…


  • Facebook’s Mobile Failure: A Compare/Contrast With LINE

    Facebook is in the news for an imminent Android-related announcement; speculation is heavy that this is fabled Facebook phone. Techcrunch: Facebook just invited press to an event at its headquarters on April 4th to “Come See Our New Home On Android”. Sources tell us it will be a modified version of the Android operating system with…


  • Review: Chromebook

    After reading this piece by Matt Baxter-Reynolds praising the Chromebook, I bought one just to give it a try. And now, with today’s announcement of the Chromebook Pixel, it’s past time I share my thoughts on the platform. To be perfectly honest…I love it. Hardware I am using the Samsung 11.6″ Wifi model, which has been…


  • Apple and the Innovator’s Dilemma

    This paper was originally written in 2010 for a Corporate Innovation class at Kellogg Business School, and thus predates Stratechery by several years.


  • Dropbox and the Entrepreneur’s Blindspot

    This was originally posted on my old, defunct Tumblr I love Dropbox. Seriously, it may be my most essential app/service. When I save a document, it’s backed up instantly. No matter what happens, I will always have access to that file from any computer. I can even sync it to a second computer if I happen…