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Latest Podcast

Concepts

The Mobile Epoch

Mobile took technology from the desk to every part of life.

  • Paradigm Shifts and the Winner’s Curse

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    When paradigms change, previous winners have the hardest time adjusting; that is why AI might be a challenge for Apple and Amazon

  • Tech Epochs and the App Store Trap

    Centralized control is useful at the beginning of an economy, but limits innovation in the long run. That is as true for China as it is for the App Store.

  • The End of the Beginning

    The beginning of technology was about the shift from batched computing in one place to continuous computing everywhere. That era of paradigm changes may be over, which means the real changes are only beginning.

  • The iPhone Franchise

    The iPhone is a franchise, a product that will make money in well-defined ways; Apple understands that and is exploiting it more than ever before with the iPhones XS and XR.

  • Apple at Its Best

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

  • Google’s Search for the Sweet Spot

    Google’s hardware event shows the company’s commitment both to devices and to artificial intelligence; just doing what you are good at, though, is not always enough.

  • 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?

  • Boring Google

    Google’s I/O was exactly what you would expect from Google, and that’s a great sign for the company.

  • Beyond the iPhone

    Apple’s event may have been lacking on the surface, but it laid the groundwork for innovations that will be revealed in time. And yes, it was courageous.

  • 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?