Here are two comments that I wrote soon after attending the Fred Wilson talk on network enterprises. These explain the commonality between data network effects and the recurring theme on this blog of intermediating talent through networks rather than enterprises: Like the original post, this talk was EPIC. Not...Continue reading »
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From my first computer, a TI99/4A to the PC clones we upgraded to every couple of years, the PC has tracked my life; getting more and more powerful, useful, and desired as I have gotten older. This year, worldwide PC sales will dip significantly on a year over...Continue reading »
As I noted a month ago, quoting Warren Buffett, airlines are a horrible business. On the other hand, the business of selling airplanes to airlines is tremendous. The same backwards logic applies to another business ancillary to airlines, the global distribution systems or GDSs. The world’s carriers pay...Continue reading »
I’ve noted previously how, in enterprise and government (non-consumer) applications, the customer may have to implant the innovation into its supply ecosystem. Nothing talks louder than money, and for IT customers, this means the CIO budget. On that score, the WSJ reports that CIOs increasingly have the flexibility...Continue reading »