sari

The transition to smartphones and tablets, which made digital media a constant presence in our lives and our default media environment, has occurred only over the last decade. In other words, only recently has the Digital City begun to manifest itself in the public spaces that have been hitherto ordered by the priorities and sensibilities of the... See more

For others, though, it takes a bit more product insight, and some might say intuition, to see the ceiling before you bump into it.

Today, Facebook is seen as the prime example for the power of network effects – and yet, one wonders where Facebook would be had it not acquired Instagram back in 2012. People also seem to forget about all the other social apps which Facebook has bought and subsequently shut down over the years. Why would a company that has supposedly “won the... See more

I believe we will see AI being treated the same way we think of nuclear weapons or any other strategic national resource.

There is obviously leverage in AI, but it's almost certainly going to go to the big platforms. This is not a PC or internet-level disruption. This is an easy bolt on for the cloud providers, or for the companies who already have attention or data. There are going to be exceptions. Someone is going to build a $10 billion company out of AI. There... See more

The vast majority of your users will be free. You can kinda monetize them with ads, but you are really only going to see a buck or two of revenue per month per user. The real money is found in the in-game digital purchases. These are the skins on Fortnite characters, an extra life in Candy crush, etc.

Some rare companies innovate on all three sides of the creator triad, crossing creation tools, distribution and monetization: Roblox, for example, provides accessible tools in Roblox Studio; allows developers to have their experiences discovered by the community; and shares earnings with developers via the virtual currency Robux, which underpins a... See more