Ben Thompson’s post on Stratechery does a nice job highlighting how value creation shifts when an incumbent’s integrated system is commoditized and modularized… and replaced by a new aggregation and integration marketplace strategy. More broadly, breaking up a formerly integrated system — commoditizing and modularizing it — destroys incumbent value while simultaneously allowing a new […]
Originally posted on Gigaom:
“Disruption” is one of the most overhyped concepts of the last ten years. A Google Trend search for “disruptive innovation” shows a steeply rising graph, and you can hardly open a professional news website without reading stories about whole sectors being disrupted. Given that “business as usual” is apparently undergoing a profound…
Originally posted on TechCrunch:
Somehow, despite the fact that Apple hasn’t even announced a smartwatch product, the company is still the second-most influential corporate entity in the smartwatch industry, just behind Samsung. Samsung has already released a handful of different Smart Watch offerings, and Google, ranking third on Appinions Smart Watch Influencer report, has also…
If there was a central vision being offered by Ballmer and Skype CEO Tony Bates on Tuesday, it was this: "They want to make Internet video calls as common as email or instant messaging."
From Communications 2.0 thought leader Stuart Henshall on the strategic implications of Apple's Facetime launch: "Apple is creating a parallel signaling universe. By copying the mobile number and using it to set up FaceTime calls it is lulling the operators into a sense of greed and complacency. While they may believe that they will be charging […]