Game Structure

For several years, commentators have forecast that the rise in smartphones and tablets, as well as Facebook, would upend the structure of the gaming market. A variety of novel adroit aliens and irascible animals symbolically represent the new order, while new companies from new genres alter the identities of suppliers. Methinks that all the talk …

The Prevailing View

Talk to the management at leading technology firms in the same market, and the similarities in opinions are striking. Most hold roughly the same set of opinions, beliefs, and ideas about how specific actions lead to successful business outcomes. For lack of a better phrase, I call this the “prevailing view.” The prevailing view is …

Hollowing Out

Tom Edsall does a nice job summarizing the increasing hollowing out of the job market in his New York Times column today. The employment/population ratio has fallen drastically since 1999 even as Real GDP hit an all time high this month. Edsall quotes Andy McAfee and me arguing that technological progress is part of the …

Tiered Broadband Pricing

Kellogg Insight's Editor, Tim De Chant, and I sat down to discuss tiered pricing for broadband. It was a pretty interesting conversation, and Tim distilled it into a blog post. If you are curious to see the original post and other posts by Tim, see his blog, Expertly Wrapped. With Tim's permission, here is a …