Tidbits #36 – New Business Surge, Changing Date Nights, and a Whole New Reality

Hello, hello! ๐Ÿ‘‹๐Ÿป Here’s what I found interesting recently. ๐Ÿ—บ Geopolitics #1 Microsoft Attack Blamed on China Morphs Into Global Crisis A sophisticated attack on Microsoft Corp.โ€™s widely used business email software is morphing into a global cybersecurity crisis, as hackers race to infect as many victims as possible before companies can secure their computer systems. … Continue reading Tidbits #36 – New Business Surge, Changing Date Nights, and a Whole New Reality

Tidbits #30

Hello, hello! ๐Ÿ‘‹๐Ÿป ๐Ÿ‘‹๐Ÿป Thanks for reading. A little longer than usual, but I hope you have as much fun reading it as I did writing it. If you can’t get through all of it, please at least check out #20! It’s awesome. I guarantee it. ๐Ÿ—บ Geopolitics #1 Twitter Locks Out Chinese Embassy in … Continue reading Tidbits #30

Competing Against the Past, Competing Against the Future

Three years ago, Capital Flywheels wrote a post titled “Why Amazon is so Hard to Compete Against“. Specifically, I argued that Amazon’s greatest advantage is not the commonly cited ones of scale or cash flow or brilliant management… (those things make it even harder to compete against Amazon)… …but rather Amazon’s greatest advantage is that … Continue reading Competing Against the Past, Competing Against the Future

Tidbits #10

A hodgepodge… ๐Ÿ› Commerce #1 Shopify continues to “Arm the Rebels” with a Walmart partnership Starting today, Shopify merchants across the U.S. will be able to apply to sell through Walmart.com. If approved, theyโ€™ll be able to connect their Shopify store to their Walmart Seller Account, enabling them to quickly and easily sync their product … Continue reading Tidbits #10

Payments and Loyalty

In my recent post, “The Coming Ecosystem War Over Your Wallet and Payments“, I argued that payments is increasingly becoming central to tech ecosystem strategies because of data: The desire for proprietary data (and the desire to keep proprietary data, proprietary) is driving further cracks into the open internet. Today, we live in multiple internet … Continue reading Payments and Loyalty

Apple’s Diversified and Robust Business Model

About 2.5 years ago, I wrote a post discussing how Apple’s business model (monetization through hardware) better positions them for our coming AI-future relative to Google’s (monetization through advertising). I argued that despite Google’s leadership in AI, their ad-driven business model could potentially be damaged in an AI-centric world, limiting the (business) degrees of freedom … Continue reading Apple’s Diversified and Robust Business Model

What Apple, Google, and Facebook’s Business Models Tell Us About Their Ability to Adapt to the Coming AI-Future

  Judging from market multiples, it’s clear the market isย skeptical of Apple’s ability to continue to succeed and has been for many years (currently, 1-yr forward P/E of ~15x despite recent re-rating), while holding limited concern for Google and Facebook (both 1-yr forward at ~26x). This concern is understandable given the ever-changing tech environment and … Continue reading What Apple, Google, and Facebook’s Business Models Tell Us About Their Ability to Adapt to the Coming AI-Future