Incentives
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Microsoft and Apple Double Down
Both Microsoft and Apple made news yesterday, and while one was unexpected and the other predictable, both are effectively doubling down on their strategies. And both may not matter.
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Apple Makes Major Changes to App Store, The App Store and Apple’s Nature, Additional Notes
Apple made major changes to the App Store; in this double Daily Article I explain why they’re a big deal but not yet perfect, and how that demonstrates the difficulty of change.
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Nest and Podcasting Follow-up, Box Earnings, Microsoft’s Cloud Challenge
Follow-up on Nest and Podcasting, then why Box’s numbers are a bit more worrisome than the company is letting on. Plus, a must-read article on Microsoft.
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The Future of Podcasting
Podcasting is stuck between the open model of the past and the push for monetization in the future. Might there be a third way that actually benefits publishers?
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Tony Fadell Out at Nest, Why I Was Wrong About Google and Nest, Google’s Focus
Tony Fadell is out at Nest, likely signifying the beginning of the end of a deal I initially praised. Examining why I was wrong gives a lens to understand what went wrong.
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Apple and the Long Run, How Satya Nadella Killed Windows Phone
My recent pieces about Apple actually don’t have anything to do with Google I/O or WWDC; they are about structural challenges going forward. Then, Windows Phone is well and truly dead, and how Satya Nadella killed it shows how structural changes can be effective.
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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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Trouble at Lending Club, Lending Club and Aggregation Theory, What Went Wrong
FinTech seems like the perfect application of Aggregation Theory, but over this past week it has blown up in the face of serious issues at Lending Club. The mistakes that were made in do to a degree validate why I haven’t covered the space to date.
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Apple, Didi, and Occam’s Razor; Uber in China
Apple investing $1 billion in Didi could signify all kinds of things, but only one explanation makes sense. The big loser, though, is Uber.
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The Full TSLA Experience, Twitter vs LinkedIn, Nintendo vs Sony
Elon Musk may be a lot of things, but he’s not exactly straight with investors, and now he’s making his biggest bet yet. Plus, the differences between Twitter and LinkedIn, and Nintendo and Sony