Steve Jobs Unique Answer On Apple’s Strategy

Growtist is a great admirer of both Richard Rumelt as well as Steve Jobs. Both these guys are no-nonsense independent thinkers. So, what happened when Rumelt asked Jobs about Apple’s strategy, way back in 1998? This is what Rumelt says: At that moment in time, Apple had less than 4 percent of the personal computer … Read more

Verticalization May Kill Google’s Golden Goose

Context Amazon is now already ahead of Google in Product searches (38% of shoppers now start with Amazon, 35 % start with Google). In fact, most of the google searches are category or vertical specific. Moreover, the searches all seem to have a hugely profitable vertical associated with them (e.g. hotel reservations, airline reservations, eating out, entertainment, or … Read more

The Threat To Google From Facebook And Amazon

Context Google is great at investing in headline-grabbing “moon shots” like driver-less cars, robots, and Wi-Fi weather balloons, but the majority of its revenue still comes from ads. But is now facing tough challenges on 3 fronts: from Facebook in mobile and social; and from Amazon in product searches. Key Foresight Google’s top-line growth is … Read more

Facebook Could Surpass Google in Future

Context Whereas Google is dominant in one single area – search – Facebook is moving successfully in many different directions without compromising its core product. A few early signs of impending Facebook dominance: In just a few years, Facebook’s mobile ad revenue has grown from zero percent of the company’s ad revenue to a 69 … Read more

What We Seem To Be Missing About Uber’s Hyped Network Effects

Context Cab aggregation business has Network Effects. We all know that. But, there is a very important and nuanced difference between the Network Effects in an Online Retail business and the Network Effect in the Cab Aggregation business. And that nuanced difference has significant implications for the future of Cab Aggregation business. Let us see. In both … Read more

Nuances And Implications Of Network Effects For Uber And Ola

Cab aggregation business has Network Effects. We all know that. But, there is a very important and nuanced difference between the Network Effects in an Online Retail business and the Network Effect in the Cab Aggregation business. And that nuanced difference has significant implications for the future of Cab Aggregation business. Let us see. In both businesses … Read more