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Latest Podcast

Concepts

Strategy

  • Tesla Skepticism and Superchargers, Medium for Publishers

    Just because Tesla is achieving an Apple-like brand doesn’t mean they will have Apple’s success: the hard part starts now. Plus, why SuperChargers are a big deal. Then, Medium for Publishers is Medium’s play to own the long tail of publishing, and it’s very exciting in what it enables.

  • It’s a Tesla

    Tesla is not a disruptor, but then again, neither is Apple, the closest comp: both succeed by building a brand around being the best.

  • Snapchat’s Ladder

    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.

  • The FBI Unlocks the San Bernardino iPhone, Sony to Make a New PS4?

    The FBI has successfully unlocked the San Bernardino iPhone. Now the question is if they will say how. Still, I think this debate will now go away for quite a while. Then, Sony is making a new PS4 which makes sense given the changing market, even though it’s risky.

  • 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.

  • The Amazon Tax

    Amazon is building a lot of businesses that look like AWS: taxes on major industries that work to everyone’s benefit. The reason, though, is that AWS is a lot like Amazon itself.

  • Amazon Echo Expands, The Nest Failure, Microsoft and Slack

    There are a lot of useful lessons to draw from Amazon Echo’s early success, particularly when placed in contrast to Google’s Nest. Microsoft should pay heed if in fact they had a chance to buy Slack.

  • 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.

  • 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.