Software ate the world. Uber and Airbnb didn’t sell software - they disrupted and redefined markets. But what kind of disruption are we talking about ?
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What does a mailbox with 351 thousand unread emails say about Bauhaus, the Arts and Crafts movement, and the Metaverse?
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‘Digital transformation’ sounds like a parody of meaningless tech marketing, but actually captures some pretty interesting and important shifts in big company tech. It’s not as exciting as crypto or AR, and it takes a decade or two, but it’s just as big as smartphones.
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When software eats the world, the questions that matter stop being software questions.
Read MoreComputing has always moved forwards in jumps of scale, but smartphones reach everyone on earth, so what’s the next jump? AV and VR? Cloud, machine learning and crypto? Or is that the wrong model to use?
Read MoreLots of companies in lots of industries worry that that a big tech company might be about to enter their industry and crush them. How can you tell if you’re a target?
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"That is not only not right; it is not even wrong" - Wolfgang Pauli
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Car people often look at Tesla the way Nokia looked at the iPhone. “Nice ideas, but we can easily do all of that, and they don’t understand our industry.” Nokia was wrong - but will the car industry look the same? Maybe not.
Read MoreA bridge product says 'of course x is the right way to do this, but the technology or market environment to deliver x is not available yet, or is too expensive, and so here is something that gives some of the same benefits but works now.' Sometimes that’s a great business, and sometimes it’s doomed.
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