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Latest Podcast

Concepts

Product-Market Fit

  • Back to the Future of Twitter

    Twitter should go private and return to its pre-2012 approach of being a centralized service with third-party clients.

  • Twitter Has a New CEO; What About a New Business Model?

    Twitter is changing CEOs once again; what if the company changed its business model from ads to subscriptions?

  • Sequoia Productive Capital

    Sequoia’s transformation of its venture capital model is actually a shift from financial capital to productive capital

  • Instagram’s Evolution

    Instagram’s shift away from being a photo-sharing app is very much inline with the service’s continuous evolution.

  • Facebook’s Audio Announcements, Facebook and Creators

    Facebook made a host of “coming soon” announcements around audio, and laid out a compelling vision for creators that is limited by Facebook’s fundamental nature.

  • Clubhouse’s Inevitability

    Clubhouse will do for audio what Twitter, Instagram Stories, and TikTok did for text, images, and video.

  • Playing on Hard Mode

    Airbnb and DoorDash both created new markets where ones did not previously exist; they are startups played on “hard” mode.

  • TikTok and Quibi, TikTok and Shopify, TikTok Complications

    Quibi — and Shopify! — explain why TikTok is so successful. As always, though, the TikTok story is complicated by the Chinese connection.

  • The Tragic iPad

    The iPad is 10, and while it remains a useful device, it is ultimately a disappointment. Apple lost the vision for what the iPad could be, and never gave space for developers to figure it out for them.

  • Beachheads and Obstacles

    Facebook and Amazon had events on the same day for Oculus and Alexa. Both are driven by lessons from the mobile era, but Amazon seems to have learned more than Facebook.