Google Assistant has a structural advantage when it comes to the user experience of digital assistants, which should influence the strategies of Amazon and Apple.
Aggregators and Jobs-to-be-Done
Aggregators succeed by being the best at doing the jobs consumers want done.
The Experience Economy
SAP’s acquisition of Qualtrics shows how the shift in technology has changed business; it is a perfect example of using the Internet to one’s advantage.
Netflix Earnings, Netflix’s Marketing Choice, Additional Notes on Netflix
Netflix’s earnings had both good news (subscribers) and bad news (spend); the latter might signal a positive shift in how the company acquires customers. Plus, how Netflix is integrating.
Instagram’s CEO
The surprising resignation of Kevin Systrom and Mike Krieger should not, in fact, be surprising: this became inevitable the moment they sold Instagram to Facebook.
AMD and Modularity Follow-Up, Trump and Tech, Tech’s Vulnerability
The problem with AMD’s modularity approach; then, Trump attacks tech. The claims are baseless but that hardly means the industry is in the clear.
Uber Follow-up; GlobalFoundries Abandons 7nm; Pricing Power, Differentiation, and Integration
Not all of Uber’s efforts are new, but the urgency is. Then, there are only three foundries pursuing 7nm, which means more pricing power (and how this applies to Uber and self-driving cars).
Tencent’s Profit Drops, China Freezes Game Approvals, The Tencent Behemoth
Tencent’s profit dropped, in part because the Chinese government has stopped approving games. Plus, why Tencent’s approach to the games industry makes sense in China, even if Facebook’s model may be more attractive.
Intel and the Danger of Integration
Intel is in an increasingly bad position in part because it has been captive to its integrated model. Or, you could simply say they were disrupted.
Divine Discontent: Disruption’s Antidote
Apple has long defeated disruption by focusing on the user experience; Jeff Bezos and Amazon, though, show that user expectations for their experience are ever-changing.