This started as a thought experiment, a devil’s advocate to the question: Is mobile a done deal, or is there more to the story? We’ve had Google vs. Apple. Are we in for another heavyweight slugfest? I think so… Unless you’ve been living under a rock, you know tensions are at an all-time high between...
In the eyes of experts, when it comes to blockchain, there is often no middle ground — it will either be boom or bust, nothing in between. I for one have become a big proponent of blockchain technology, especially the crypto-economics used to jumpstart powerful network effects. But with so many opinions and noise floating...
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...
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...
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...
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...
With great power comes great profit, and then even the innovative get fat and lazy. This was the paradigm pre 2000s. Rome rose and fell. Microsoft’s monopoly was cracked. Kodak created the digital camera and kept it from customers. The bigger they are, the harder they fall and the harder they fight. But historically failure...
Apple and Google are two of the strongest, most profitable tech giants today. But both are in for a kick in the ass, here is why. Disruption is the name of the game. Great businesses die from one of two main reasons: failure to innovate or a powerful disruption. From my vantage point, both Apple...