The Future of On Demand Retail

We’ve seen how Ghost Kitchens have started to change the face of restaurants. Ghost Kitchens are essentially restaurants with no physical space for customers which means they are delivery-only restaurants. And in fact, some Ghost Kitchens will actually support multiple online-only restaurants from the same location. The economics of Ghost Kitchens are very different than…

Reid Hoffman’s Airbnb Reflections

Reid Hoffman posted some reflections on Greylock’s investment in Airbnb. Reid is a wonderful writer and his post is provides a wonderful narrative on how the investment came about. The part that caught me was this: Part of the reason that Blitzscaling opens with the Airbnb story is that it demonstrates how when you win a winner-take-most…

Facebook’s Antitrust Woes

Tim Wu is out with a few things press keeps getting wrong about the Facebook antitrust case. Tim’s second point is most insights. The government doesn’t have a duty to prove that Instagram or WhatsApp, absent the merger, would have become significant competitors. Too many journalists have been falling for this assertion — and reporting…

Is Square Entering the Taxi Market?

This week Square introduced preorder and pick-up services. On the surface this service should help expand the business opportunities for small businesses. It might also help level the playing field for small businesses that compete against multi-channel retailers who currently offer similar services. The offering is borne out of the increasingly blurring lines between digital and…

Unbundling the Mobile Experience

There is a confluence of conflicting forces underpinning mobile today and the outcome will define the mobile experience of tomorrow. Here are two of this morning’s announcements: Snapchat announced they were adding video chat and instant messaging Foursquare’s move to split their app services into two separate apps On the surface, these may seem like…

A Review of Apple’s Q2 Results

Yesterday I posted a few thoughts and my predictions for Apple’s fiscal Q2 results.  Here’s my follow-up with some additional thoughts on the market implications and where we go from here. iPhone I had predicted Apple would sell around 37M iPhones in the quarter. Consensus was calling for 38.2M. Apple blew away not only the…