nicole

It’s cool to think about the things they intentionally did because they would fit well into that medium.

If I’m ever struggling to understand a business, taking a step back and saying “What is every party incentivized to do?” brings instant clarity. … When push comes to shove, Microsoft needs to defend their castle. They weren't defending it against a productivity upstart. They were defending it against an advertising company that was looking at it as... See more

I think the skill is holding both of those… to borrow a phrase from my wife, she loves this phrase, “holding both of those things in your head at the same time.” One is absolute dedication and commitment to a vision of the future that you see, your recursive vision about the future. And two, an utter lack of bias or pre-determined thought on how... See more

There are two necessary and sufficient conditions for power. There's a benefit. You've got to come up with something that's better than what other competitors do, but better for you as a business model.

A counter positioning occurs if a company comes up with a new business model and challenges often a powerful incumbent with it. But for the incumbent to mimic this model, they would incur (or at least think they would incur) so much immediate financial damage that they just say, I can't go there.They're very cognitively biased towards thinking that... See more