Product Management
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Why TV Has Resisted Disruption
The structure of the TV businesses and exclusive content has helped the industry escape disruption. For now.
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Two Bears
There are two Apple bear cases; only one applies to Apple, though, and the other applies to Samsung.
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Observations on the App Annie Index
App Annie posted their quarterly app report this week, and there were three big-picture trends that jumped out at me. 1. Google Play is getting over the monetization hump, and it’s likely due to in-app purchase From the report: Over the past quarter, Google Play has achieved higher growth rates than the iOS App Store […]
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Apple, Samsung, and the Parable of the Model-T
Steve Jobs was famously fond of the Henry Ford adage: “If I had asked people what they wanted, they would have said faster horses.” It’s true! New products – new categories – require vision and an unflinching focus on the job to be done (i.e. transport), not simply enhancing or extending solutions that already exist […]
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Apps, People, and Jobs to Be Done
I read two great interviews tonight, and its the combination of the two that really captures why I’m skeptical about Facebook Home.1 First off was Mark Suster interviewing Clayton Christensen. The interview – as is the case with most things Christensen related – is fascinating and instructive, and well worth a read. However, I want […]
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The iPad and the Disaggregation of Computing
In the 10 days this blog has been online I’ve spent a lot of time on mobile, and understandably so! It’s the biggest business in tech, and the entry point to computing for much of the world. But, like many geeks, it is traditional computers that have always been closest to my heart, and what […]
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Review: Chromebook
After reading this piece by Matt Baxter-Reynolds praising the Chromebook, I bought one just to give it a try. And now, with today’s announcement of the Chromebook Pixel, it’s past time I share my thoughts on the platform. To be perfectly honest…I love it. Hardware I am using the Samsung 11.6″ Wifi model, which has […]
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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.
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Stuck in the past
This was originally posted on my old, defunct Tumblr My earlier observation that technology companies too often don’t appreciate the needs of normals is hardly groundbreaking. What is less intuitive is how often geeks are the ones stuck in the past. During a recent discussion about the future of the PC, a friend posited that […]