Product-Market Fit
-
The Full TSLA Experience, Twitter vs LinkedIn, Nintendo vs Sony
Elon Musk may be a lot of things, but he’s not exactly straight with investors, and now he’s making his biggest bet yet. Plus, the differences between Twitter and LinkedIn, and Nintendo and Sony
-
Understanding Today’s iPhone Market, Characterizing the iPhone SE, The iPhone SE Market
While I touched on why the iPhone SE was important yesterday, this is the full deep dive on one of Apple most strategically important launches in a long time.
-
Andy Grove and the iPhone SE
Andy Grove passed away the same day that Apple announced the iPhone SE. One of Grove’s best decisions reminds me of this launch.
-
Apple-FBI Follow-up; Xiaomi, Samsung, LG and High-End Android, Spotify Moves to Google’s Cloud
First some follow-up on Apple versus the FBI, then a discussion about how high-end Android is a distinct market, and how that impacts new phones from Xiaomi, Samsung, and LG. Finally, why Spotify’s move to Google makes sense.
-
Josh Horwitz: Uber in China, What Uber Got Right, Is Second Place Winning?
Ben is on vacation; in a guest post, Josh Horwitz explores Uber in China. What did they get right that so many other Western companies get wrong, and is it sustainable? What if they are only ever second place?
-
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.
-
Apple’s Executive Shuffle, Adele’s Concert Tickets
Significant changes were announced at Apple yesterday, particularly in marketing. Then, what is so bad about ticket brokers?