Outgrowing Software

Now, I understand that today Apple is doing just fine by selling expensive phones to affluent people. But just imagine what would happen at the next Apple keynote if Tim Cook announced a simple monthly Apple subscription plan that covered everything: network provider charges, automatic hardware upgrades, and add-on options for extra devices, music

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The Internet RevolutionI already explained what happened to newspapers when distribution erased local newspapers moats in the blink of an eye; as I suggested at the beginning, though, this was not an isolated incident but a sign of what was to come. Back in July I laid out how the acquisition of Dollar Shaving Club suggested the same process was ha... See more

Everyone’s software is good enough. Software used to be the weapon, now it’s just a tool.

In a world of scarcity, we treasure tools. In a world of abundance, we treasure taste. The barriers to entry are low, competition is fierce, and so much of the focus has shifted — from tech to distribution, and now, to something else too: taste. [2]

Taste is

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And the way we fund this is primarily through US-based venture capital funding, which demands hockey stick growth in return.

All the focus goes into making hundreds of millions or ideally billions of dollars in profit to pay back their investors.

As a member of a team that's in the middle of doing this, I can say it affects every single decision abou... See more