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Issue No. 92: Will Apple Acquire Peloton?
Just as war cost the Montagues and Capulets their children, it cost Microsoft and Google their dominance: Apple came along and overtook them all. In January 2013, Apple’s market capitalization was $500 billion, while Google and Microsoft combined were worth $467 billion. Just three years before, Microsoft and Google were each more valuable than App
... See morePeter Thiel • Zero to One: Notes on Start Ups, or How to Build the Future
Cars and the FutureA little over a year ago I explained in Cars and the Future that there were three changes happening in the personal transportation industry simultaneously:Drivetrains were changing from the internal combustion engine to electricCar operation was moving from human-based to computer-based (i.e. self-driving cars)Ownership was shift... See more
Ben Thompson • Intel, Mobileye, and Smiling Curves
The big picture: this crisis is amplifying concerns brick-and-mortar operators have been wrestling with in recent years. Mainly, will on-demand and connected fitness offerings poach their members?
Anthony Vennare • Will The Fitness Industry Ever Be The Same?
Apparel companies don’t have a good history buying technology companies. The most notable example is Under Armour with the purchase of MyFitnessPal, Endomondo and MapMyFitness.
Adam Keesling • Not Found
Where does Apple go from here? Double down on the recurring revenue that has powered it through the pandemic. The only thing better than recurring revenue is a recurring revenue bundle that could
Scott Galloway • Post Corona
Jobs and the iPhone when discussing it). The problem is that health care is a broken market and no amount of technology is likely to bring down costs unless the structural problems in the industry are resolved.