Strengths=Weaknesses
Successful companies optimize themselves from one approach; to do something different is often impossible.
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Both Apple’s strengths and weaknesses were on full display at its annual WWDC keynote; the HomePod is a perfect example.
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Google is unique in that their business was built on being the best. The company, though, benefited from the open web. That is not the case in mobile.
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By winning on the web, PayPal was actually disadvantaged when it came to competing in mobile, because its incentives were already shaped by a different problem.
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Google’s BeyondCorp, Reddit’s Anti-Harassment Policy, Speech and Abuse on the Internet
Today’s update discusses Google’s new corporate security approach as well as Reddit’s new anti-harassment policy, as well as the surprising way in which they are connected.
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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 […]
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Daily Update: Apple’s Strengths, Weaknesses, Opportunities and Threats


