Product Management
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Nike on Amazon; Nike’s Disastrous Pivot; Inevitability, Intentionality, and Amazon
Nike executed a disastrous pivot over recent years, away from physical retail to D2C. Now they have no choice but to embrace Amazon, but that might be the best thing that could happen to them.
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Nvidia Earnings, Nvidia’s China Argument, NVLink Fusion
Nvidia’s earnings suggest that inference is taking off, but the loss of China is a problem in the long run. Then, Nvidia moves to dominate networking for everyone.
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An Interview with Plaid Founder and CEO Zach Perret About Plumbing Trust
An interview with Plaid co-founder and CEO Zach Perret about building trust as an ingredient brand in financial services.
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Google I/O, The Search Funnel, Product Possibilities
Google I/O was impressive and overwhelming, but the only product that impressed was Search.
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Airbnb’s New App, Experiences and Services, Chesky’s Founder Mode
Airbnb has a new app with new offerings for experience and services; I’m not sure the economics make sense for either.
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An Interview with SAP CEO Christian Klein About Enterprise AI
An interview with SAP CEO Christian Klein about why one of the oldest software companies of all is well-placed to win with the newest technologies.
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Google Earnings, Search and AI, Building AI Products
Google’s earnings were well-received, but they made me a bit nervous; Google is focusing all their energy on the race between Search + AI and AI > Search.
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Netflix Earnings, Netflix’s Growth Plans, Ads and Price Segmentation
Netflix’s earnings and 2029 goals show new avenues of growth that are downstream from increased segmentation.
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ChatGPT Memory, Boundaries and AI Companions, Auren
ChatGPT’s memory feature is pretty basic, but it’s the sort of product feature that can build a moat, particularly if it’s extended to other use cases.