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Latest Podcast

Concepts

Product Management

  • Disney and the Future of TV

    TV is moving from a world where distribution dictates business models to one where business models need to fit the jobs consumers want done. That is the best way to understand Disney’s latest announcement.

  • The Snap Partner Summit, Snap’s Announcements, Vision Versus Execution

    Snap’s announcements at its Partner Summit signaled a new strategy that makes a lot of sense. The company, though, needs to show that it can execute.

  • Apple’s Services Event

    Apple’s Services Event generally made sense, even if most products weren’t ready to launch. It’s fair to wonder, though, if something important is being lost.

  • Airbnb Acquires HotelTonight, Supply Versus Demand, The HotelTonight Proposition

    Airbnb has acquired Hotel Tonight, three years too late. The question is whether Airbnb wants to own a subset of the travel market, or the whole thing — and abandon its view of itself.

  • Netflix Follow-up, Bill Simmons Interviews Jack Dorsey, Twitter and the Pollyannish Assumption

    Why there is room for multiple winners in streaming, then Bill Simmons interviews Jack Dorsey. My takeaway is that Twitter is suffering from the Pollyannish Assumption.

  • Netflix Flexes

    Netflix is an Aggregator, with a value chain that lets it drive demand, raise prices, and dismiss competition.

  • AWS, MongoDB, and the Economic Realities of Open Source

    Amazon’s latest offering highlights the economic challenges facing open source companies — and Amazon should pay attention.

  • Apple’s Errors

    Apple’s management made three errors that led to the restatement of revenue; those errors, though, suggest that the company’s business is in better shape than it appears.

  • Google Cloud Changes CEOs, Layers of Surprise (or Not), The VMWare Analogy

    Google Cloud has a new CEO: the news is a surprise at first glance, but may make more sense than it seems. To understand why, look at VMWare, outgoing Google Cloud CEO Diane Greene’s most famous startup.

  • The Experience Economy

    SAP’s acquisition of Qualtrics shows how the shift in technology has changed business; it is a perfect example of using the Internet to one’s advantage.