The other day I watched my first episode of Mad Men. I’m a little late to the game, I know, but that’s what having Netflix, Hulu Plus, and Comcast on Demand are for. The irony of using anytime, commercial-free media to watch advertisers work in a world with only three television channels got me thinking about […]… Read More


When should incumbents be afraid — very afraid? At the moment that a disruptive innovation crosses into the mainstream market and establishes itself as a viable competitor, the third stage in a disruptive innovation’s life cycle. You might think a response at this late phase would be too late — but there are still ways […]… Read More


It’s a paradox of the information age. The glut of information that bombards us daily too frequently obscures true insight. Intelligence should drive better innovation, but unless it is strategically collected and used, it functions like a summer beach novel — an engaging distraction. Thoughtful companies intertwine customer intelligence throughout the three phases that characterize […]… Read More


A few weeks ago, I read an article in the Wall Street Journal about people who had opened up their very first investment accounts just to get in on the Facebook IPO. One man they profiled had purchased $10,000 worth of stock, borrowing $5,000 of it from his mother. Clearly, for him, this was a […]… Read More


Recently, word leaked out that Intel (INTC) is evaluating whether to launch a new online television service that competes with cable. It will be a bold move for the chipmaker, which has developed a strong brand in the minds of the consumer, thanks to the long-running Intel Inside campaign. Such a radical shift into the […]… Read More


In Facebook’s initial public offering filing, Mark Zuckerberg says his company adheres to “the hacker way.” Experiment, try a lot of new ideas, prototype them, and keep moving. It’s an ethic that the company will need more than ever when its shares are trading at a projected multiple of 25 times revenue. To meet elephantine […]… Read More


Apple just threw down the gauntlet to the K-12 publishing industry. In announcing iBooks 2, Apple is making a compelling case that if ever there was a time for school districts to switch from paper-based textbooks to a digital approach – it is now. Even in the absence of iBooks 2, the case was already […]… Read More


2012 has not gotten off to a great start for Eastman Kodak. Three of the company’s directors quit near the end of last year, and word recently emerged that the company was on the brink of filing for Chapter 11 bankruptcy protection. The easy narrative is that Kodak is a classic case of a company […]… Read More