Leverage
Understanding your strengths helps you decide how to proceed.
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Snapchat is on the verge of conquering the toughest messaging market in the world: the United States. The way they did it is by laddering-up.
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Apple attracts loyal customers through a superior user experience and leverages those customers against its partners.
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Microsoft Earnings, Microsoft Acquires Xamarin, Microsoft Discontinues Android App Bridge
A long-delayed analysis of Microsoft’s most-recent earnings, which gives color to the company’s recent acquisition of Xamarin, and why the future is looking bright.
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Xiaomi’s Struggles, Samsung Hardware Rumors
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.
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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.
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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.
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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.
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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.
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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.
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Daily Update: Google Wallet, Softcard, and the Perils of Modularization
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Daily Update: Google to Become MVNO?, Samsung vs Qualcomm, Box Prices IPO
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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.