The Post-War Order
The Internet is fundamentally challenging the post-war order.
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Brexit’s downsides are clear; might tech help realize upsides in building something new based on a new world order?
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TV advertising is having a good week at the upfronts, and it may be more resilient than expected. That, though, means the crash will be even more abrupt.
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The Internet has removed friction: that means a whole new set of possibilities; it doesn’t mean they are all good.
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The IT Era and the Internet Revolution
The history of technology is of two distinct eras: information technology enhanced existing business. The Internet revolution is destroying them.
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The Sports Linchpin
Ratings are down for the Olympics, which could be bad news not only for TV but industries everywhere.
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Dollar Shave Club and the Disruption of Everything
Dollar Shave Club is a textbook example of how the new Internet economy will destroy value in incumbent industries.
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The Brexit Possibility
Brexit’s downsides are clear; might tech help realize upsides in building something new based on a new world order?
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TV Advertising’s Surprising Strength — And Inevitable Fall
TV advertising is having a good week at the upfronts, and it may be more resilient than expected. That, though, means the crash will be even more abrupt.
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Doubting the iPhone Revisited, What Has Changed, On Being Bearish
Today I revisit last year’s piece Stop Doubting the iPhone and why I may have been wrong. What data and assumptions have changed, and why?
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Everything as a Service
We have likely reached Peak iPhone, and if not, it’s only a matter of time; physical goods can only scale so far. The future, thanks to the Internet, is everything-as-a-service