Differentiation
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Dollar Shave Club and the Disruption of Everything
Dollar Shave Club is a textbook example of how the new Internet economy will destroy value in incumbent industries.
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The Pokémon Go Phenomenon, Nintendo’s Pivot, Additional Notes on Pokémon Go
Pokémon Go is a phenomena. What matters, though, is what it says about Nintendo and the way it might approach mobile going forward. Plus, what makes a good product, and why the augmented reality hype is both overblown yet justified.
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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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Google’s Go-to-Market Gap
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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Condé Nast, Hearst Form Joint Venture; Stripe Atlas; An Interview with Stripe CEO Patrick Collison
This Daily Update is about Stripe Atlas, but first a detour to discuss an interesting partnership between Condé Nast and Hearst. Then, and interview with Stripe founder and CEO Patrick Collison.
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Netflix Goes Global, iPhone Worry
Netflix’s surprising announcement that the company was extending its service to nearly every country on earth was impressive in its execution, what it said about the company’s strategy, and it raised interesting points about Aggregation Theory and Netflix’s future opportunities. Plus, there is a lot of smoke when it comes to worries about the iPhone.
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Star Wars Grosses >$500 million, Disney: Cable or Content?, Goldman Sachs Recants on Microsoft
Star Wars has significantly exceeded expectations, yet Disney’s stock is down. The question is what matters: content, or cable networks? I argue it is the former, and that Disney’s future is bright.