Late at night last weekend, as Hurricane Sandy was beating the crap out of the eastern seaboard, I received an e-mail message from lower Manhattan. You may have received this message, too, or one just like it. It felt to me like getting a radiogram from the sinking Titanic. An Internet company was running out of diesel fuel for its generator and would shortly be dropping off the net. The identity of the company doesn’t matter. What matters is what we can learn from their experience.
The company had weathered power outages before and had four days of diesel fuel stored onsite. They had felt ready for Sandy. But most of their fuel wasn’t at the […]


I have only visited Best Buy Intergalactic HQ once, to meet Geek Squad Chief Inspector Robert Stephens, but it reminded me instantly of the time about 40 years ago when my girlfriend and I picked-up her father from work at Bethlehem Steel. Her dad was a salesman and paid sales commissions but — like every other Bethlehem Steel worker — he punched a time clock every day. I don’t think they punch time clocks at Best Buy, but it has that same 20th century industrial feel that told me in 1973 that Bethlehem Steel was doomed. And Best Buy may be doomed, too, announcing last week the token closure of 50 stores, hinting at a […]
If Apple gives up its position of industry leadership in 2012 the only company capable of assuming that role is Amazon.com. What other company is there? In the PC space giants like HP and Dell are good followers, not leaders. Intel doesn’t even see itself in such a leadership role. Microsoft is having trouble just holding onto what it has already while Google is a herd of cats. Oracle is too enterprise-centric and everyone else is too darned small. That leaves Amazon.
I love the
A longtime reader checked-in today with one more story of Internet generational change. We used to call it just disintermediation, but in its later stages this syndrome requires new consumers who may have never even visited a bookstore… or had to.