Is Apple’s Greatness Fading?

Apple’s an interesting company — a true underdog success story that defined consumer tech and later became the most valued company on Earth. And while everyone knows Steve Jobs, few truly understand Apple — especially going forward. Warning, I have never really liked Apple (which is ironic as I write this on a MacBook Pro) and could be considered...

Facebook: The King of Communication

We are entering an era of unparalleled tech dominance. Companies like Google, Amazon, Facebook, and Apple control more and more of our everyday lives, owning our data and everything around it. The inherent network effects and flywheels these companies built are unprecedented both in their scope and ability to stave off competition. This is the 3rd...

The Painful Truth About Creating Original Content

Quantity and quality are a lot like supply and demand — demands on quality are proportional to the supply available. Beggers can’t be choosers, right? But as society moves further and further into a world of abundance and our options as consumers expand, it becomes harder and harder for businesses (and individuals) to differentiate. Inevitably...

The Future of Google

We are entering an era of unparalleled tech dominance. Companies like Google, Amazon, Facebook, and Apple control more and more of our everyday lives, owning our data and everything around it. The inherent network effects and flywheels these companies built are unprecedented both in their scope and ability to stave off competition. This is the second...

Amazon: The Company Consuming Consumers

We are entering an era of unparalleled tech dominance. Companies like Google, Amazon, Facebook, and Apple control more and more of our everyday lives, owning our data and everything around it. The inherent network effects and flywheels these companies built are unprecedented both in their scope and ability to stave off competition. This is the first...

Google vs Uber: The Battle to be the Autonomous Driving OS

Uber’s the most successful pre-IPO startup in history. Google is insanely profitable as the operating system of the internet. Both these tech giants overcame huge odds to get to today. Yet both may be on the verge of extinction. NOTE: I have covered these topics extensively. Rather than reiterate old point, below are links to the...

From Product to Platform — Inside Amazon’s Dominance

How to Build a Powerful, Profitable Platform from Scratch Bezos builds businesses like no one else — and arguably better than anyone. Each of Amazon’s 5 major divisions would be multi-multi billion-dollar businesses on its own. And each followed exactly the strategy. Let me explain.

How the Tech Giants Beat Innovative Startups at their Own Game

Profits accrue to people on top. That’s the way most markets work, especially those with strong network effects (for more on 5 types of network effects and how to hack them, see this post). As an angel investor, my job is to spot startups and trends looking to disrupt incumbents and create massive new markets...

Consumer Hardware’s Hard So Apple Slowed Down Your iPhone

Hardware is hard. Consumer hardware is even worse. As an ex ecommerce seller with years of experience manufacturing overseas, I can tell you dealing with suppliers, MOQs (minimum order quantities), quality control, cash flow and even LTV are tough. Unlike SaaS where you build it once and sell again and again with almost no added...

Why Crypto is WIDELY Overrated and Still Underrated

“We tend to overestimate the effect of a technology in the short run and underestimate the effect in the long run.” “We tend to overestimate the impact of technology in the short term and underestimate it in the long term” — Roy Amara The human hype cycle People are short-sighted, we don’t want to miss out on the...