If Steve Ballmer Ran Apple
Bear with me, I know my premise is ridiculous. Imagine Steve Ballmer was right now the CEO of Apple, with the same set of products and opportunities. Suspend disbelief about cultural clashes, or...
View ArticleThe Deal That Makes No Sense
Early this morning Microsoft acquired Nokia for €3.79 billion (plus €1.65 billion for patents). It is a deal that makes no sense.
View ArticleThere Are Two Twitters: Only One Is Worth Investing In
There are two Twitters. One is for special occasions only, while I am obsessed with the other. The ultimate value of the Twitter stock is fully dependent on which of these two Twitters is on offer.
View ArticleIt's Time To Kill Surface
“The question that needs to be asked and answered is why hardware.”
View ArticlePublishers's Deal With The Devil
Just as the doctor made a deal with the devil, so have publishers, but in this case the devil is Amazon, and Mephistophilis, the devil’s agent, is DRM.
View ArticleWhat Can Ebooks Teach Us About Aggregation Theory?
Aggregation Theory says the Internet has neutralized the advantage that pre-Internet distributors leveraged to integrate suppliers, making room for aggregators to step in and distribute more...
View ArticleGrantland's Value And The Surprising Future Of Publishing
The lesson to be learned from Grantland may be the exact opposite of what it seems.
View ArticleHow Facebook Squashed Twitter
What features have allowed Facebook to soar over the last 10 years, while Twitter started strong, but then slumped?
View ArticleAlexa Is Amazon's Future
Money is made at chokepoints, and the most valuable chokepoints are operating systems; Amazon has built exactly that with Alexa.
View ArticleThe Uber Dilemma
Travis Kalanick, Benchmark's lawsuit and the future of Uber through the lens of game theory.
View ArticleApple's Social Network
What was more interesting about last week's event, and which casts more light on Apple's new growth story than the products announced, were the ten minutes in the middle devoted to Apple Retail.
View ArticleApple's Errors
As rare as last week’s Apple revenue warning from CEO Tim Cook may have been — the company last issued a revenue warning in June 2002 — the company has had other bad quarters in the iPhone era. So why...
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