nicole

Microsoft is still capturing the majority of the value in productivity. Google is capturing almost zero right now in terms of the dollars being spent by enterprises and individuals on productivity. Amazon is just taking a tax on everybody else.

[10:08] Every morning, I plan something that I will enjoy, so that's usually a slow breakfast by myself for me. But whatever it is, I know that there is going to be planning around this time, this sacred time in the morning that might even be 15 minutes or five minutes, but there is this time, so anything that I will start to schedule in will be... See more

They’re global companies in a market where it’s really not clear that being global gives you that much of an advantage.

(Curator's comment: This is referring to YouTube’s decision to offer YouTube Red, a subscription service for ad-free experience.) They’re getting their highest value users, which are the people that the advertisers actually want to reach to not see the ads and to do brand advertising you need enormous scale, I mean Facebook and YouTube are the only... See more

[9:26] Morning Glory

[5:45] Getting comfortable with not accomplishing tasks and using a calendar more as an inspiration and a guide as to what I want to spend my life with tends to be really, really helpful, and I found that going from not putting things in my calendar if I'm afraid I won't complete them because it will really bother me, to actually putting them in my... See more

It’s that they don’t have a structural advantage by gaining the position that they’re in to necessarily make that N+1 market any easier than the N market.