The most important new business model in enterprise is software-as-a-service. The Dropbox Comp Dropbox has filed its S-1, but comparisons with Box, Atlassian, and Slack demonstrate how difficult it is to tell just how good its business is. Slack and the State of Technology at the End of 2015 Slack has announced the Slack Platform. […]

Platforms and Ecosystems

Building and managing platforms is extremely difficult, and extremely rewarding. Stripe: Platform of Platforms Stripe’s announcement of Treasury — banking-as-a-service — manifests the breadth of the company’s ambition. Apple and Facebook Apple and Facebook seem like they are in conflict, but have often been each other’s best partners. Tech’s Two Philosophies Google and Facebook represent […]

Customer Acquisition

Building a sustainable company means having a mechanism to acquire customers efficiently. Microsoft, Slack, Zoom, and the SaaS Opportunity The Zoom and Slack IPOs show what Microsoft is missing in its growth story: a way to acquire new customers. Lessons from Spotify Spotify has a marginal cost problem, but while the cause is unique to […]

Premium Strategy

Differentiation can equal huge profits, if it can be maintained. The Lessons and Questions of the iPhone X and the iPhone 8 The iPhone X is a quintessential Apple product, because it is the best; is there a market for iPhone 8? Google and the Limits of Strategy Google went wrong in the past by […]


The most important business model for consumers. The Reality of Missing Out Tech is entering a period of inequality where the big winners lift the sector as a whole even as smaller companies suffer. The best example is Facebook, Google, and digital advertising. Ad Agencies and Accountability Google is in hot water again, this time […]

Horizontal versus Vertical

Understanding the difference between horizontal and vertical strategies is critical to making smart strategic decisions. Disney’s Choice Cable TV created a world where differentiated content could profit from everyone; that is why it will be hard for Disney to make the choices streaming will force on them. Amazon Go and the Future Amazon Go exemplifies […]