How do we put these guys out of business now? Put five or 10 guys in a room and figure out how to beat them. That would have been the advice, activist investor, Nelson Peltz would have given to the Proctor and Gamble management when Dollar Shave Club started in...
Usually we talk about solving real problems for our clients trying to cope with impending exponential change. Today I’ll do a bit of crystal ball gazing as It seems clear that the rate of change is, in all likelihood about to go beyond what we can reasonably chart....
Last week we looked at the top insights from this years Mary Meeker Internet trend reports (full deck). One of these was the dramatic transformation of the media landscape, and the rise and rise of Netflix which is now the fifth biggest ‘TV’ network in the US (based...
It’s that time of year again where the KPCB Internet trends report is released. More commonly referred to as Mary Meeker’s report it is now in its 22nd year and serves as an annual report of the tech companies, start up’s and everyone in between, outlining what the...
I know you thought we’d left it all behind with Rod’s last blog on robots, but here are some final observations prompted by Amazon’s annual shareholder letter. With all the recent discussion around the insights from Jeff Bezos and the Amazon shareholder letter,...
