I’ve done the MBA thing, I’ve worked in the strategy team of a large software company and I’ve done my share of theorizing and plotting and moving the pieces around the big war chart. So I’m aware of strategery and moats and network effects. That sort of analysis is interesting and worthwhile, but sometimes when […]

In a future where every 3rd party thing you do on your phone is done using some sort of web-based UI, phones are only differentiated by (in no particular order): Industrial design Battery life Performance of web apps on the device Quality of UX for essential built in functions (e.g. voice calling) Price That is, […]

This analysis by Henry Blodget on Business Insider makes the classic (repeated ad-nauseum) mistake of putting Apple in a race they’re not in. Apple does not make a third party OS platform for phones. It makes phones and it makes an application platform for developers. What he is implicitly doing is using OS footprint as a […]