Xiaomi is struggling to justify its valuation; in fact there have been signs for a long time that their valuation was unrealistic all along. Plus, Samsung returns to hardware differentiation.
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.
Adele Won’t Stream 25, Windowing Versus Piracy
Adele won’t stream her new album, and I think that makes a ton of sense. Monetizing IP might be hard, but I don’t think it’s necessarily hostile to your fans. Plus, what really ended piracy and what will be the biggest conflict in IP-related industries in the future.
The iPhone 6S, The End of the iPhone 5C, The iPhone Upgrade Program
The iPhone 6S is an impressive upgrade, particularly 3D Touch. The iPhone, though, has far deeper advantages: first, in China where its status remains unchallenged, and also in developed markets where Apple is commoditizing carriers.
Apple and Privacy Follow-up, The Top 100 Retailers and Apple Pay, Android Pay’s Missing Bank Fee
More on the difference between privacy and security, and why precision in language is critical.
The Funnel Framework
The Internet has removed scarcity, meaning business models based on controlling distribution are no longer viable. Instead, the key to success is controlling access to the best customers — and that means being the best.
Daily Update: Google Wallet, Softcard, and the Perils of Modularization
Good morning, I made a mistake in yesterday’s Snapchat post. Specifically, the excerpted email at the beginning was not written by Snapchat CEO Evan Spiegel; rather, it was written by Twitter CFO Anthony Noto to Evan Spiegel. I greatly regret the error. On to today’s update about Google Wallet and, inevitably, Apple Pay: Google WalletSubscribe […]
Daily Update: Google to Become MVNO?, Samsung vs Qualcomm, Box Prices IPO
Good morning, I just posted a new episode of Exponent that follows up on last week’s copyright discussion, discusses The End of Trickle-Down Technology, and reviews Microsoft’s event. Do note that we recorded before I wrote yesterday’s update, so my thoughts weren’t as fully formed. On to the update: Google to Become MVNO? Amir EfratiSubscribe […]
How Apple Creates Leverage, and the Future of Apple Pay
Apple attracts loyal customers through a superior user experience and leverages those customers against its partners.
Daily Update: Gaming and New-Market Disruption, Why the PS4 is Winning, Uber Testing On-Demand Product Deliveries
Good morning, I trust you won’t mind a couple more items on gaming; I (obviously) find the current debate fascinating, and it’s not as if there is much happening in traditional tech land! On to the update: Gaming and New-Market Disruption The fastest growing demographic in gaming is adult females. From the Wall Street Journal:Subscribe […]