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).
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.
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.
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 is a textbook example of how the new Internet economy will destroy value in incumbent industries.
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.
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
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 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 is showing off drones, and may even be flying airplanes. Are we sure this is a retail company?