My Patrix site
The rear view mirror
In the Innovator’s Curse I reflected on the fact that a serial innovator cannot be efficiently financed or even rewarded for having figured out how to repeatably create. If anything, a serial innovator has to suffer a…
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High Density #3: Staying hungry with Ben Thompson
5by5 | High Density #3: Staying hungry with Ben Thompson. The Parable of Microsoft — Show Notes & Links: Stratechery Written by Ben Thompson (@monkbent)
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Asymcar 3: Road Trip
Horace Dediu and Jim Zellmer discuss the pleasures of traversing continents by road. This leads to a grand tour of powertrains, composites, fuel efficiency, regulation and Tesla’s luxury market entry. Which naturally…
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Steve Ballmer and The Innovator's Curse
The most common, almost universally accepted reason for company failure is “the stupid manager theory”. It’s the corollary to “the smart manager theory” which is used to describe almost all company successes. The only…
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The Innovator's Curse
When Clay Christensen discusses innovation (for example his talk at BoxWorks here) he puts forward theories on the causes of success and failure of innovation. Through a repertoire of case studies evoking David vs.…
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The Revenue Table (imperial units edition)
Tim Cook famously said: We can put all of our products on the table you’re sitting at. Those products together sell $40 billion per year. No other company can make that claim except perhaps an oil company. For those of…
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AMP Index update
The following graphs show the most visible global phone brands and the approximate percent of value they captured since 2007. The graphs each show trailing four quarter average of shares of units shipped, revenues,…
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The last frontier
Tracking the mobile phone market hasn’t been getting any easier. The lack of published data from many incumbents (including the largest) is compounded by the lack of visibility into entrants. It’s not just ZTE and Huawei…
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The Critical Path #93: The Innovator's Curse
Markets are expected to do one thing and one thing only: determine price. What happens when they fail? The tragedy and comedy of corporate raiders. Also more on what you can expect form Airshow New York. via 5by5 | The…
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The Meanings of Appleiness
I’ve never worked at Apple and know very few people who did. Nevertheless, I read Adam Lashinsky’s book and enough Folklore.org that I think I can get away with replying to the Meaning of Googliness with the following:…