Concepts

The User Experience

In consumer technology — and increasingly enterprise — the best user experience wins, and it is the best hedge against disruption.

  • 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.


  • 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.


  • 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.


  • 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


  • 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)


  • 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.


  • Facebook Earnings, Microsoft Earnings

    Amazon Health was not about the health insurance industry, but about Amazon. Then, Facebook’s earnings were stronger than most appreciate (and as predicted), while Microsoft’s hybrid strategy continues to pay off.


  • 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.


  • Facebook Adds Reputation Scores, Facebook’s Solution, The Unintended Consequences

    Facebook will assign reputation scores to news sources, and the solution is far better than most of the company’s critics would have you think. There are, though, unintended consequences.


  • Facebook’s Motivations

    The impact of Facebook’s News Feed changes on the media is far less interesting than what the changes — and their stated purpose — say about Facebook itself.