Modular versus Integrated

Modularity and integration happens throughout the value chain, and is the key to providing a superior user experience and extracting profits.

Netflix and the Conservation of Attractive Profits

Netflix has a lot more in common with Uber and Airbnb than you might think: it all comes back to the Law of Conservation of Attractive Profits, a core principle of disruption.

Apple’s New Market

If the importance of an integrated experience matter more with your phone than your PC, because you use it more, how much more important is an integrated experience that touches every detail of your life?

Apple at Its Best

Apple’s original competitive advantage — the integration of hardware and software — is more durable than disruption theory would suggest.

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