Apple’s China Problem

Apple had mixed earnings: most of the world was great, but China was bad again. The reason is that in China WeChat matters more than iOS.

Google and the Limits of Strategy

Google went wrong in the past by abandoning their horizontal business model; are they repeating their mistake, or does the future give them no choice?

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.