Category: Strategy

  • Apple and original TV: a strategy teardown

    The world’s most valuable company is spending more than a billion dollars on new TV shows. The question is why? Last week, the New York Times published, “Apple Goes to Hollywood. Will Its Story Have a Happy Ending?,” a useful but incomplete article by John Koblin. The article is useful because it describes how Apple…

  • The not-caring economy

    Inside every positive statement is a negative counterpart. In the second sentence of the U.S. Declaration of Independence, Thomas Jefferson wrote: “We hold these truths to be self-evident, that all men are created equal.” The sentence doesn’t mention women. In his sweeping, seemingly universal statement, Jefferson only includes half the population. A similar gap lurks…

  • It’s about so much more than health care

    This week, Amazon, Berkshire Hathaway, and JPMorgan Chase announced a partnership to change U.S. health care. The implications beyond health care are immense. As if we needed another sign that U.S. health care is itself far from healthy, this week Amazon, Berkshire Hathaway, and JPMorgan Chase announced that they were partnering to improve health care…

  • Facebook needs a Surgeon General’s warning

    It’s hard to decide whether Facebook is more like beer, doughnuts or tobacco, but whichever comparison you prefer, there’s no doubt that Facebook is bad for you: recent research shows convincingly that as your Facebook use goes up your mental and physical health go down. (I’ll did into the research on this a little later.)…

  • Death Star Scenario: Amazon Prime Bank

    If Amazon decided to move into the world of commercial banking, would the company then revolutionize how people relate to their money as profoundly and irrevocably as it has already changed how people read? Why do I pose this question? A provocative finding from our forthcoming Future of Money and Banking report inspired it: when…

  • What comes after smartphones?

    With all the press and the inescapable ads for new iPhones, Samsung Galaxy, Google Pixel and other snazzy devices, it’s hard to think of the smart phone as a transitional technology. But it is. Here are three recent indicators: The Third Generation Apple Watch that was announced last month does not need to be anchored…

  • Car ownership is changing, not dying (yet)

    On Monday, Business Insider published an article with the headline, “Uber and Lyft could destroy car ownership in major cities.” It’s a provocative headline, but it misrepresents the carefully worded findings of a recent study by researchers at the University of Michigan, Texas A&M and Columbia. The study took shrewd advantage of a “natural experiment”…

  • Liquid Behavior

    Anybody who has tried to lose weight, quit smoking, or train for a marathon knows that creating a new behavior or getting rid of an old one can be very, very challenging. But it’s not hard to pour a behavior from one container into another, and this has implications for anybody trying to launch a…

  • Smart Phones and Drained Brains

    As we use our mobile phones to do more and more things, we are paradoxically able to accomplish less— even when the phones are face down and turned off. My last column explored how smart glasses (“heads up display” or “HUDs”) will increase the amount of digital information we look at, with the ironic twist…

  • The Fall and Rise of the Visual Internet

    I’m pleased to announce that my role with the Center for the Digital Future at USC Annenberg has expanded, and I’m now the Chief Strategy Officer. This column is cross-posted from the Center’s website, and is the first of many regular pieces from me and my colleagues. And now, onto the column…  Bennett and I…