Alexa: Amazon’s Operating System

Money is made at chokepoints, and the most valuable chokepoints are operating systems; Amazon is building exactly that with Alexa.

Fake News

Facebook is under fire for fake news and filter bubbles; they are a problem, but most of the proposed solutions are far worse.

Netflix Earnings, The Apple Car Reset

Netflix had a good quarter, but even more important is that the company continues to exemplify aggregation theory. Then, the Apple Car is getting a reset; this may be the beginning of the end.

Google and the Limits of Strategy

Google went wrong in the past by abandoning their horizontal business model; are they repeating their mistake, or does the future give them no choice?

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.

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.

From Products to Platforms

Apple was at its best in its most recent keynote: unveiling the sorts of products the company is uniquely capable of creating. The question, though, is whether the company has the vision and capability of making those products into platforms.

Losing My Amazon Religion

Benedict Evans asks a good question: If you were running this business, why would you slow down to take profits? pic.twitter.com/mbMNfbyZT4 — Benedict Evans (@BenedictEvans) July 28, 2014 The growth curve is impressive enough, even before you notice that the scale is logarithmic. And to be sure, Amazon has had doubters from the beginning: few […]