Clayton Christensen continually predicts that Apple will be disrupted because his theory does not incorporate the importance of the user experience.
Shameless Samsung
Samsung introduced the Galaxy Gear yesterday, and, yeah, it’s not great. Even Samsung fans are mocking the company saying they should have waited for Apple. — Sammy the Walrus IV (@SammyWalrusIV) September 4, 2013 I jumped on the leaked prototype, with the same general sentiment: Samsung’s watch will undoubtedly change drastically whenever Apple’s wearable is […]
The Deal That Makes No Sense
Early this morning Microsoft acquired Nokia for €3.79 billion (plus €1.65 billion for patents). It is a deal that makes no sense. While industry observers love to pontificate about mergers and acquisitions, the reality is that most ideas are value-destroying. It is far better to form an alliance or partnership; most of the benefits, none […]
The App Store Rainbow
Postulate: The greatest differentiator for iOS is the quality of its apps. That’s the position taken by Benedict Evans in a must-read piece: If total Android engagement moves decisively above iOS, the fact that iOS will remain big will be beside the point – it will move from first to first-equal and then perhaps second […]
BlackBerry – and Nokia’s – Fundamental Failing
In December 2009, while a first-year student at Kellogg, I went to a RIM (now BlackBerry1) recruitment presentation. “Our problem,” the relatively senior fellow said, “is that when I get on a plane, everyone uses a BlackBerry until they close the door. Then they pull out their iPods. We need to make BlackBerry’s the only […]
Additional Notes on Casual Games
This series of posts is about enabling sustainable businesses on the App Store. In Part 1, I discuss why Paper and other productivity apps may not be doing as well as you might think. Part 2 explores why casual games, in contrast, are a sustainable business, but not a differentiator for platforms (I added a […]
Casual Gaming is a Sustainable Business, but Not a Platform Differentiator
This series of posts is about enabling sustainable businesses on the App Store. In Part 1, I discuss why Paper and other productivity apps may not be doing as well as you might think. Part 2 explores why casual games, in contrast, are a sustainable business, but not a differentiator for platforms (I added a […]
Why TV Has Resisted Disruption
The structure of the TV businesses and exclusive content has helped the industry escape disruption. For now.
Two Bears
There are two Apple bear cases; only one applies to Apple, though, and the other applies to Samsung.
Apple and the Innovator’s Dilemma
This paper was originally written in 2010 for a Corporate Innovation class at Kellogg Business School, and thus predates Stratechery by several years.