Posted on Monday, October 24, 2011
Anticipation is building for the iPad3, with rumors flying that the next generation of Apple’s tablet has moved into production and will go on sale later this year or early next year. Whenever it arrives, the iPad3 is sure to be regarded as another masterstroke by the late Steve Jobs.
While the details of the iPad3 are shrouded in Apple’s signature secrecy, its broad shape can be easily discerned. That’s because Apple laid out an amazingly prescient vision of the iPad3 23 years ago. That earlier effort was also a marvelous example of how, even in the most disruptive domains, companies can craft articulate visions of the future.
Cue the video, and I’ll point out a few things.
Read the entire article at Forbes.com
Posted on Tuesday, March 9, 2010
As early as 1990, Bill Gates saw Kodak’s eventual demise coming, because he knew that digital photography would wipe out the profits to be had from conventional photography. That insight demonstrates how smart he is (which we all knew) and also how much easier it is to see others’ shortcomings than to see your own.
Stories like this one in the New York Times by Dick Brass, a former Microsoft vice president, about Microsoft’s lack of innovation have many in the technology world saying openly that Microsoft, based in Redmond, WA, may be taking the long glide toward the ground that Kodak and its headquarters city of Rochester, NY, have been on for two decades now.
Posted on Tuesday, February 3, 2009
Because Google is now an 800-pound gorilla, it’s hard to remember just how slight its prospects were at birth a decade ago. If Yahoo hadn’t made Google the default search engine on the Yahoo site in 2000–giving Google both broad exposure and a big endorsement–it’s easy to imagine that few people would ever have heard of Larry Page and Sergey Brin. Now, the Wall Street Journal reports that Microsoft had its own version of Google technology being developed around the same time that Page and Brin were starting their company–but killed it for fear that the technology would cannibalize other revenue streams. Imagine how little chance Google would have had in a competition with Microsoft in the late 1990s, when Google was just a handful of people and a few million dollars of venture capital.
Posted on Wednesday, November 19, 2008
Microsoft’s announcement that it will offer 0% financing on many software purchases of as much as $1 million is the sort of creative approach that healthy companies can take to win market share during the economic crisis.
Flush with cash, Microsoft can afford to offer financing at a time when other sources of credit have just about dried up for many businesses. In fact, the financing will cost Microsoft little. Once Microsoft has paid the huge costs for developing software, producing additional copies costs almost nothing, so even if the vast majority of customers defaulted on their 0% financing Microsoft would still come out ahead.
Posted on Tuesday, August 12, 2008
A recent post at Dan Ariely’s Predictably Irrational Blog about Microsoft’s Mojave Experiment reminds us of a cynical moment during our research for Billion-Dollar Lessons when we concluded that, too often, marketing is when companies lie to their customers, and market research is when companies lie to themselves.

