Sublime

One of my favorite Ben Thompson posts is "What Clayton Christensen Got Wrong" in which he built on Christensen's theory of disruption to note that low end disruption can be avoided if you can differentiate on user experience. It is difficult and perhaps even impossible to over-serve on that axis. Tesla came into the electric car market with a car t... See more

It feels as if we're at the tail end of the first era of social media in the West. Looking back at the companies that have survived, certain application architectural choices are ubiquitous. By now, we're all familiar with the infinite vertical scrolling feed of content units, the likes, the follows, the comments, the profile photos and usernames, ... See more

As a breakthrough product, I think it’s useful to compare Zoom with two previous products - Dropbox and Skype.

Ex.: How Facebook created its own Messenger app

Aggregators have all three of the following characteristics; the absence of any one of them can result in a very successful business (in the case of Apple, arguably the most successful business in history), but it means said company is not an aggregator.

Today, multitouch smartphones are getting on for 15 years old, and the S curve is flattening out. All the obvious stuff has been built, Apple and Google won, and the new iPhone isn’t very exciting, because it can’t be. So, we ask “what’s the next generation?”