Tag: Technology
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The Optionality Strategy: Microsoft, Fidelity and the Pursuit of Corporate Learning
Strategy is very rarely linear. We seldom start at Point A, aim at Point B, and call it a day. In fact, strategy is filled with randomness. Companies are complex adaptive systems sitting inside industries which behave in the same way. The arenas in which companies compete are always changing. They are occasionally reflexive and…
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Revenue Mirages: When to Ditch an Ephemeral Revenue Line
Last week, Lyft reported their second quarter earnings, and the release contained an interesting nugget about their future pricing plans. As per TechCrunch: Lyft’s revenue per rider decreased almost 5% quarter-over-quarter, while the number of active riders increased in the second quarter to 21,487 riders, up from 19,552 in the first quarter. Lyft appears to…
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The New Focal Point: How Brands Become More Valuable in the Age of Generative AI
The Cost of Distribution Goes to Zero Here’s a problem very few people have had in recent years: newspaper ink stains. Pouring through the Sunday Times inevitably meant having to wash a thin black film off of your fingertips… but when was the last time you held a physical newspaper in your hand long enough…
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Reducing the Time to Asymptote: A Framework for Thinking About the Ingredients of Scale
We’ve all seen this chart before. It is an illustration of how technology adoption has accelerated over the past 100 years. The standard telephone took over 60 years to reach 80% adoption amongst U.S. households. Cellphones reached the same milestone, but took only 20 years. Some of these technologies will peak at ~100% adoption among…
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The Most ‘Human’ Company: A Turing Test for the Corporate World
In the analog age, information was scarce. In the internet age, information was abundant and interpretation was scarce. In the artificial intelligence age, both information and interpretation are abundant. Humanness is what becomes scarce. Distinguishing Man from Machine Since the birth of the computer in the mid-20th century, building ‘humanness’ into our technological pursuits has…
Paper & Blocks 