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Film Credits
Film Credits
In 2015 I gave a presentation at the DLD Conference about brands and tech. The video of the talk went semi-viral on YouTube after a music industry analyst (@boblefsetz) featured it in his newsletter. Soon after, I had a book deal; I was writing this newsletter every week; CNBC, Fox Business, and Bloomberg were calling […]
·profgalloway.com·
Film Credits
What the Gospel of Innovation Gets Wrong
What the Gospel of Innovation Gets Wrong
Clayton M. Christensen’s popular theory of disruption is founded on panic, anxiety, and shaky evidence.
·newyorker.com·
What the Gospel of Innovation Gets Wrong
Critiquing Disruption Theory – Stratechery by Ben Thompson
Critiquing Disruption Theory – Stratechery by Ben Thompson
Much of the Internet has been abuzz about The Disruption Machine, an essay by Jill Lepore in the New Yorker that seeks to refute Clayton Christensen’s Theory of Disruptive Innovation. From th…
·stratechery.com·
Critiquing Disruption Theory – Stratechery by Ben Thompson
“One Last Thing”
“One Last Thing”
Some thoughts about Snap’s 2022 Partner Summit
·500ish.com·
“One Last Thing”
Why everyone wants a piece of India’s open e-commerce platform
Why everyone wants a piece of India’s open e-commerce platform
ONDC has been created to change the status quo in e-commerce dramatically. So why are all the incumbents rushing to cooperate with it? Read this edition online A paid 🔒 weekly emailer that explains fundamental shifts in business, technology and finance that happened over the last seven days in India.
·feedly.com·
Why everyone wants a piece of India’s open e-commerce platform
Will the Sensex hit 1,00,000?
Will the Sensex hit 1,00,000?
An explainer on whether Sensex can actually hit 100,000 or is it?
·finshots.in·
Will the Sensex hit 1,00,000?
Sword of Damocles
Sword of Damocles
Cicero once told the story of a tyrant king of Syracuse named Dionysius II. He had been king for 38 years – with significant wealth and fame. Yet, he lived in constant fear of those around him – he wouldn't trust a barber, he addressed the people not from a pulpit but a high tower, everyone near him was searched for weapons extensively. Damocles, a member of Dionysius's entourage, once told the king how wonderful it seemed to be king – that no one seemed happier. Dionysius replied, > Do you wi
·matt-rickard.com·
Sword of Damocles
Is this the end of Globalization?
Is this the end of Globalization?
An explainer on why many people are pronouncing the death of globalisation
·finshots.in·
Is this the end of Globalization?
Ola Electric woke up and chose violence
Ola Electric woke up and chose violence
Now things will never be the same in India Read this edition online A paid 🔒 weekly emailer that explains fundamental shifts in business, technology and finance that happened over the last seven days in India.
·feedly.com·
Ola Electric woke up and chose violence
WhatsApp Enables Migration Feature for Android-to-iPhone Switchers
WhatsApp Enables Migration Feature for Android-to-iPhone Switchers
Apple and WhatsApp announced on Tuesday that the popular chat service has been rolled into Apple’s Move to iOS system, which allows Android users to migrate their data to the iPhone. Here&#82…
·sixcolors.com·
WhatsApp Enables Migration Feature for Android-to-iPhone Switchers
The puzzling endurance of MRP in the age of heavy discounting
The puzzling endurance of MRP in the age of heavy discounting
And whether there is a case for it Read this edition online Tuesday, 07 June 2022 A weekly newsletter about the biggest changes in commerce—focusing on shifts that matter to you.
·feedly.com·
The puzzling endurance of MRP in the age of heavy discounting
Backwardation and Contango
Backwardation and Contango
What's the difference in the price of a barrel of oil delivered to your doorstep today vs. a contract that locks in a price and guarantees you a barrel of oil in 6 months? You'd need to think about what it costs to store a barrel of oil. First, you'll need a warehouse and safety gear to keep it (the fumes of a single barrel of oil can quickly kill you). Then there are insurance, financing, and other hidden costs to owning the physical commodity. When today's price ("the spot price") is lower t
·matt-rickard.com·
Backwardation and Contango
Amazon and Flipkart go back to go forward
Amazon and Flipkart go back to go forward
As new users flatline and consumer spending freezes, e-commerce companies descend into the unknown to find growth Read this edition online A paid 🔒 weekly emailer that explains fundamental shifts in business, technology and finance that happened over the last seven days in India.
·feedly.com·
Amazon and Flipkart go back to go forward
SBM Bank: Indian fintech’s invisible kingmaker
SBM Bank: Indian fintech’s invisible kingmaker
While partnerships with fintechs have helped SBM Bank’s fortunes skyrocket in a few short years, they are also its biggest risk
·the-ken.com·
SBM Bank: Indian fintech’s invisible kingmaker
Cars Manufacture the Modern Middle Class
Cars Manufacture the Modern Middle Class
Plus! Not Enough Housing; Durable Network Effects; VPN Integration; Reserve Currency Problems; Movies ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌This is the weekly free edition of The Diff, now on Mondays rather than Fridays.
·feedly.com·
Cars Manufacture the Modern Middle Class
China's Atmanirbhar Problem
China's Atmanirbhar Problem
An explainer on how China is losing the tech war to the US
·finshots.in·
China's Atmanirbhar Problem
The 4 Ways You Might Live Forever
The 4 Ways You Might Live Forever
We’re either the last generation to ever die, or the first generation to live forever. I’m not talking figuratively here. You, reading this, might have an eternal life.
·unchartedterritories.tomaspueyo.com·
The 4 Ways You Might Live Forever
Once In A Lifetime
Once In A Lifetime
I want to try to explain part of why the world seems so crazy these days.
·collaborativefund.com·
Once In A Lifetime
How Flipkart crossed the secret e-commerce chasm
How Flipkart crossed the secret e-commerce chasm
Cross-selling is one of the hardest problems that nobody knew existed. Except Flipkart. Read this edition online A paid 🔒 weekly emailer that explains fundamental shifts in business, technology and finance that happened over the last seven days in India.
·feedly.com·
How Flipkart crossed the secret e-commerce chasm
Why Amazon is Vi’s likely financial saviour
Why Amazon is Vi’s likely financial saviour
Amazon and Vi have been in investment talks for many months now. With the telco close to raising Rs 20K crore, could the match finally be made?
·the-ken.com·
Why Amazon is Vi’s likely financial saviour