Intel is in much more danger than its profits suggest; the problems are a long time in the making, and the solution is to split up the company.
Disney’s investor day showed the power of differentiated IP and optionality.
Airbnb and DoorDash both created new markets where ones did not previously exist; they are startups played on “hard” mode.
Apple’s shift in differentiation shows how Intel went wrong; then, more notes on the M1, including Microsoft’s mysterious absence.
Apple is about the integration of hardware and software, but the balance between the two has shifted over time.
A response to a critique of Aggregation Theory, and a defense of debate on an Internet devoid of gatekeepers.
Apple’s iPhone 12 introduction was surprising, not necessarily because of the iPhone 12, but because of what Apple chose to focus on.
Disney’s reorganization reinforces their integrated strategy; there is a lot to learn for anyone competing with Aggregators.
In this Daily Update Interview Eugene Wei and I explore the idea of the half-life of information, and what that means for the value of Netflix, YouTube, Disney, and more.
An interview with Matthew Ball about Bob Iger’s exit; Disney, Netflix, and streaming; and how metaverses are digital theme parks.