Category: Strategy

  • Musk’s Latest Antics

    On August 6, Twitter/X owner Elon Musk filed a frivolous lawsuit against an obscure advertising trade group; the timing is suspicious. As longtime readers know, I’ve written an intermittent series about Elon Musk’s acquisition of Twitter. You don’t have to read those older pieces, nor must you care about advertising or know anything about GARM (the Global…

  • Cheating at Wordle

    In which I confess to a weak moment that also has some interesting implications, or at least that’s what I’m telling myself. Bless me, Reader, for I have sinned. La Profesora and I aren’t competitive when the stakes are real, but this mutual support does not apply to vicious games of Gin Rummy or to…

  • No, Musk’s Behavior Isn’t Hurting Tesla

    Headlines about a new report draw the wrong conclusions about what caused Tesla’s weak sales quarter and stock decline. Whoever runs PR for Caliber, the brand reputation consultancy, deserves a raise or at least a nice bottle of Scotch. Last week, a new “In tech we trust?” report from Caliber came out that contextualizes Tesla’s reputation…

  • Walmart, Vizio, Amazon, and Experience Stacks

    This week, WSJ reported that the grocery giant is in talks to acquire a TV manufacturer: why is this a good idea, and how does it help Walmart compete with Amazon? (Issue #106) Attentive readers will remember my earlier explorations of Experience Stacks, which are the idiosyncratic collection of prior experiences somebody brings to bear on…

  • Why Nikki Haley Should Stay in the Race

    Conventional wisdom doesn’t apply in unconventional times, plus two not-so-secret rules of presidential politics.  Back in 2017, film director Judd Apatow shared an only slightly tongue in cheek rule about presidential politics: the funnier candidate always wins. “Reagan was funny. Bill Clinton was funny. Bush was funnier than Gore. Obama was funnier than probably anybody who’s…

  • What’s So Great About Steamboat Willie?

    The 1928 first appearance of the character who became Mickey Mouse entered the public domain on New Year’s Day. Should anybody care? Image created by DALL-E. On New Year’s Day, an avalanche of works from 1928 entered the public domain, their copyrights having expired after 95 years. Walt Disney’s almost eight minute Steamboat Willie cartoon earned a disproportionate…

  • Elon’s Just Zis Guy, Y’know?

    What the chattering classes missed about Musk’s very busy two weeks in November. (Image created by Ideogram.ai.) There’s a recurring segment on Sesame Street called “three of these kids belong together” where the viewer’s job is to identify a fourth kid playing a different sport, not getting rained on, etc. Let’s play that game with a slice…

  • Tribal Shopping

    How realistic is the idea that economic incentives will coax people to choose a single digital ecosystem? (Image created with Adobe Firefly.) Writing near future science fiction lets me exaggerate a handful of features of life today to see what life tomorrow might look like. When I put these exaggerations into a story, it makes…

  • What Will an AI Hardware Device Look Like?

    Sam Altman, Jony Ive, and Masayoshi Son have announced a new “iPhone of Artificial Intelligence,” but what will such a device actually look like? Late in September, breathless stories hit about a new “iPhone of Artificial Intelligence” hardware device collaboration among Sam Altman (OpenAI’s CEO), Sir Jony Ive (the guy who designed the iPhone), and…

  • Amazon, AI, and Ads on Prime Video

    The trillion dollar ecommerce giant is adding ads to its Prime Video streaming service because everybody else is, but the secret story is about Amazon’s growing AI capabilities.  On September 22, Amazon announced that it would follow Netflix, Max, and Disney+ and start running ads on Amazon Prime Video. Ad averse Prime subscribers can cough…