Concepts

The Future

To figure out the future, first understand the structures being built — and destroyed — today.

  • 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.


  • 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?


  • 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.


  • 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.


  • 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


  • Cars and the Future

    A massive revolution in cars seems right around the corner. However, I think it will take longer then most technologists think, but when it comes it will come quickly.


  • SpaceX Makes History, SpaceX and Unicorns, Disney in the Age of Abundance

    SpaceX accomplished something truly momentous yesterday, and the company is a reminder that unicorns remain great investments. Plus, more on why I’m bullish on Disney


  • Amazon Unveils New Drone Video, Amazon Flying Airplanes?, Amazon the Logistics Company

    Amazon is showing off drones, and may even be flying airplanes. Are we sure this is a retail company?


  • Uber 2.0: Human Self-Driving Cars

    Uber 1.0 is a huge success, but it’s still basically a taxi service. We know the future is self-driving cars, but is there an intermediary step? What if Uber could do self-driving cars today?


  • Airbnb and the Internet Revolution

    Airbnb gets less press than Uber, but in some respects its even more radical: understanding how it works leads one to question many of the premises of modern society from hotels to regulations. It’s an important marker in the Internet Revolution.