Applying the DNVB playbook to consumer services

There is beauty in something well-made. The fine fit of a tailored suit. The delicate stitching of a vibrant rug. The mechanical elegance of a well-tuned watch, ticking silently. The same aesthetic laws that govern these objects – and innumerable others – apply to the business world, too. There is such a thing as a beautiful, elegant business. Not ... See more

Better aesthetics, usually yes. More interesting brand messaging, usually yes. But how about viable business models, scalability, and competitive advantage?

Today, aesthetic innovation gives competitive edge. Innovativeness is not in having superior product properties or novel tech, but in the emphasis on aesthetics and experience (consider how GOOP-endorsed products have been accused of deceptive health claims yet continue to be popular). Successful brands ingrain themselves in the cultural context, n

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Usually disruptions create new markets, which generate enormous wealth and value. In the case of aesthetics, much of this value has been soaked up by the existing infrastructure providers: PC manufacturers (hardware), Adobe, (software), advertising networks and aggregators (distribution). We do see vast growth in the number of boutique agencies, de... See more

With Generative AI’s budding reasoning capabilities, a new class of agentic applications is starting to emerge.

What shape do these application layer companies take? Interestingly, these companies look different than their cloud predecessors:

• Cloud companies targeted the software profit pool. AI companies target the services profit pool.


• Cloud compa

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So, the question that keeps me up at night is, what are us humans gonna do with all of our newfound time? Which brings me back to Japan, and this quaint Kyoto restaurant I found myself sitting in one evening. There were 10 seats, one chef/owner and one apprentice, and the most incredibly crafted experience. It wasn’t expensive, but everything was i

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