Category: Strategy

  • Secret Stories: Microsoft, Activision, Spotify, Joe Rogan, Neil Young, Facebook

    When a big business story hits I try to ask myself, “what else is going on?”  When Amazon bought Whole Foods in 2017, for example, the obvious story was that the ecommerce giant wanted to tap into the nearly $800B annual U.S. grocery business. Less obvious was that by buying Whole Foods Amazon also acquired…

  • Amazon’s Secret Strategy with its new Department Stores

    Amazon never does things for only the obvious reasons, which makes me wonder what the company is up to with its latest retail foray: department stores.  Last week, the Wall Street Journal reported:  The new retail spaces will be around 30,000 square feet, smaller than most department stores, which typically occupy about 100,000 square feet,…

  • Listen to me on this week’s “Laugh Your Cry Out” podcast!

    I’m delighted to share that I’m the guest on this week’s episode of “Laugh Your Cry Out with Joey Dumont,” a podcast about (and I’m quoting here) men’s mental health and masculinity [seen] through the lens of fatherhood, politics, and the world of business. Our enjoyable conversation has a mediocre book as its point of…

  • Will Twitter decide the 2020 presidential election?

    Is Mayor Pete Buttigieg really surging? Is Senator Elizabeth Warren really the new frontrunner? Can any of the Democratic candidates match Trump’s social media presence?  Most Americans, regardless of party, will agree that Donald Trump has been an unusual President of the United States, including his use of Twitter. Between his personal Twitter account (@realDonaldTrump)…

  • THIS is the kinder, gentler Uber?

    This week, the California legislature passed an important bill that could result in the reclassification of Uber and Lyft drivers as employees instead of contractors. The change might entitle drivers to minimum wage, benefits, collective bargaining, and a host of other knife-to-the-neck threats to the short-term survival of the ride-hailing companies that are, in the long term,…

  • Why Amazon made “The Boys”

    Amazon Prime Video’s new superhero satire is too niche to be a big hit, but it pieces into Amazon’s strategy of taking shrewd advantage of the blind spots of other businesses. As I write this sentence, I have watched six of the eight episodes of “The Boys”— the superhero series that Amazon released on Friday, June…

  • A better streaming model

    On July 26th, “Veronica Mars” will return for a fourth season, twelve years after the end of the third and five years after a movie that had a slender theatrical release. Instead of UPN or the CW, which broadcast the first three seasons, the fourth will premiere on streaming service Hulu for a short, eight-episode…

  • When businesses ask the wrong question

    The question most businesses ask most frequently is “how am I doing compared to my direct competitor?” This is the wrong question, and it leaves businesses vulnerable rather than future-proof. Let’s use car ownership as a key example of a broader phenomenon. Car sales decline The transportation news making the biggest headlines over the last few…

  • Netflix’s only hope is to advertise

    A recent Wall Street Journal article, “Netflix Fights to Keep Its Most Watched Shows: ‘Friends’ and ‘The Office,” shared that only two of the top 10 shows on Netflix were original to the streaming service. Those shows were Ozark and Orange is the New Black, and they weren’t the most popular of the top 10. The three most-viewed shows…

  • Ride-Hailing’s “iPod moment”

    As I write this sentence, Lyft’s stock is worth $56.02 per share, which means that the stock has lost 41% of its value since its March 29th debut on the Nasdaq. Likewise, Uber will make its Initial Public Offering in the coming weeks, and it can expect a similarly bumpy ride as its filing has shown,…