The User Experience
In consumer technology — and increasingly enterprise — the best user experience wins, and it is the best hedge against disruption.
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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.
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The key to avoiding disruption is by providing a superior user experience; that, though, requires focus and execution.
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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.
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Softbank and Sprint, Amazon Earnings, Jeff Bezos’s Letter and Interview
Sprint and the problem of fixed costs, Amazon and the advantage of fixed costs, and Jeff Bezos’ fundamental optimism
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Drake on Twitch, Fortnite vs PUBG and Selling Feelings, The Returns to the Best
Drake was playing video games on Twitch, and it blew up: there is so much to unpack about games, new business models, Twitch, and asymmetrical returns on the Internet. (Plus, a brief note on that Siri article)
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The Aggregator Paradox
Google is winning with AMP and blocking ads in Chrome: both seem bad, but aren’t they actually good for consumers? That is the paradox of aggregation.
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Fixing the Conclusion, Licensing Amazon Go and Self-Checkout, Netflix Earnings
Fixing the conclusion of Amazon Go and the Future, and why I don’t think Amazon Go’s technology is a primitive. Then, Netflix continues to be an aggregator, and other notes from the company’s earnings.

