Category: Strategy
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What’s Curious about Microsoft and OpenAI
It’s more than a flurry: we’re seeing a monsoon of articles about OpenAI’s ChatGPT, Microsoft’s proposed $10B investment in OpenAI, and how Microsoft would recoup that investment by getting 75% of OpenAI’s profits—of which there are currently none. (Nina Schick has a nice summary.) Even without that 75% of profits provision, this is a great…
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CES, Paradigm Shifts, Spandrels, and Collateral Damage
What this week’s Consumer Electronics Show has to do with death of cursive writing in American schools, how to break down the elements of disruption, and more. I spent the week leading tours of the automotive hall at CES with my friends at StoryTech. (My favorite exhibit was the quietly transformative What3Words.) As we explored new Electric…
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Experience Stacks, Competitive Advantage, and Netflix’s “Wednesday”
The new Netflix series about the daughter from The Addams Family going to a Hogwarts-style high school doesn’t ignore the earlier versions of the story: it embraces them, which is part of why it succeeds. One difference between artificial intelligence and the human kind (at least for now) is that AI is amazing at pattern…
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On Strategy: the Power of WITDO
It’s fine to look for answers, but often you don’t find them. Instead, if you’re lucky, you wind up with better questions. WITDO is one of them. One of my first corporate gigs was as the digital editor at EarthLink, an early dial-up Internet Service Provider (ISP). We scrutinized every move that AOL and Microsoft…
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Industry Evolution by Meteor Strike
Two recent developments in the world of comic books have lessons for all businesses in the age of digital transformation. From the “Big Story You Haven’t Noticed” department: this month, two things happened in the world of comic books that combine to make a huge inflection point. My friend Peter Horan calls this sort of thing…
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Why Walmart Should Buy Paramount
Note: I wrote and first published the following column on Sunday, August 14, before the rumors came true the following day: Walmart had signed an agreement with Paramount. You can find a review of that news here. However, nothing about the news changes my argument that Walmart is missing a bigger opportunity, which is the topic of what follows. …