The Future
To figure out the future, first understand the structures being built — and destroyed — today.
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Carlota Perez documents technological revolutions, and thinks we’re in the middle of the current one; what, though, if we are nearing its maturation? Is crypto next?
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The actions taken by Big Tech have a resonance that goes beyond the context of domestic U.S. politics. Even if they were right, they will still push the world to Internet 3.0.
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Amazon Go exemplifies how Amazon is building its monopoly in three ways: horizontally, vertically, and financially. Plus, why automation is worth being optimistic about.
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We have likely reached Peak iPhone, and if not, it’s only a matter of time; physical goods can only scale so far. The future, thanks to the Internet, is everything-as-a-service
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Tidal and the Future of Music
Predicting success and failure is about understanding who has leverage. In the case of music, the winners will be the labels, not the artist. But perhaps there is hope for tomorrow
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How Apple Will Make the Wearable Market
Last fall, Apple CEO Tim Cook described the Apple Watch as the “next chapter” in Apple’s history, placing it at the same level as the Mac, iPhone and iPod. I get the sense that a lot of people don’t believe him; they just don’t see the need for a wearable. There is ample precedent for […]
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Mobile First
Last Friday was the eight-year anniversary of the announcement of the iPhone, the event that began the mobile epoch. It was, though, an Apple rumor that to my mind illustrated just how much the world has changed. Mark Gurman is reporting at 9to5Mac that the next MacBook Air will have a radical redesign. The biggest […]
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Daily Update: Looking Forward to CES, Looking Ahead to 2015, Apple and the Functional High Ground
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Differentiation and Value Capture in the Internet Age
The implication of the Smiling Curve is not only that aggregators have increased economic power, but that differentiated suppliers do as well; Omni Software is an example.
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Daily Update: American Girl, Minecraft, and the Next Generation of Builders; The Panasonic Cameraphone; China’s Antitrust Crusade
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Daily Update: Google’s Drone Program; Dropbox Pro; Wanda, Tencent, and Baidu to Take on Alibaba
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Digital Hub 2.0
The PC was famously the digital hub; now that is the smartphone.
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Amazon and the Benefits of Vision
In case you missed it – and how could you? – this happened: While professional skeptics have been skeptical, the sheer audaciousness – and frankly, awesomeness – of Amazon’s drone proposal has attracted a near unanimous outpouring of amazement and adulation, at least if my Twitter feed is to be believed. It truly is a […]