Evolution of Technology
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Uber’s Problematic Google Deal, Lyft’s Sales Pitch, Twitter’s Live Hail Mary
Uber took a shortcut with Google two years ago and are paying the price today, even if the wound is only temporary. Meanwhile, Lyft is costing Uber money but not strategic positioning, and seem to be marketing themselves to acquirers. Plus, mourning the end of what Twitter could be (and no, the NFL didn’t help).
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Apple Watch = Health and Fitness; Apple’s Shifting Strategy; Beyond the iPhone, Continued
The Apple Watch event was on the surface about focusing on health and fitness. However, I also think it signified a shift in focus and a much clearer path to the future for Apple.
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Beyond the iPhone
Apple’s event may have been lacking on the surface, but it laid the groundwork for innovations that will be revealed in time. And yes, it was courageous.
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Google, Uber, and the Evolution of Transportation-as-a-Service
The competition between Uber and Google has broken out into the open: who has the advantage in the evolution of transportation-as-a-service, and who will likely win?
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Dollar Shave Club and the Disruption of Everything
Dollar Shave Club is a textbook example of how the new Internet economy will destroy value in incumbent industries.
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The Brexit Possibility
Brexit’s downsides are clear; might tech help realize upsides in building something new based on a new world order?
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TV Advertising’s Surprising Strength — And Inevitable Fall
TV advertising is having a good week at the upfronts, and it may be more resilient than expected. That, though, means the crash will be even more abrupt.
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The Curse of Culture
It is very fair to say that Apple is threatened by the potential rise of AI. Google, though, is also threatened by its inability to own customers’ attention. The solution for both companies may entail changing their culture, a very tall order indeed.
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Everything as a Service
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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Apple’s Organizational Crossroads
A core part of what makes Apple Apple is its organization structure; Tim Cook has said it will never change. However, if Apple is serious about being a services company, change it must.