It seems not too long ago, business arrangements between application providers were called partnerships….now they carry distended labels like platforms or ecosystems. Platforms come in various guises. Some, like eBay or AirBnB, don’t create products for direct consumption, but instead provide the connective tissue for various constituents of the platform to connect, taking a cut […]
Category Archives: [INTU] Intuit
scuttlebits [WISE] Wise plc
[scuttlebit] Wise is probably going to be fine
What are scuttlebits? “we fundamentally believe whoever has the best infrastructure in this space will [...]
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Continue reading →[IT] Gartner
Is Gartner Doomed?
In simple terms what Gartner does is it furnishes research reports that executives use to [...]
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Continue reading →scuttlebits [SCHW] Charles Schwab
[scuttlebit] Charles Schwab is so back
What are scuttlebits? Nobody talks about Charles Schwab anymore, but just two and a half [...]
Continue reading →scuttlebits
[scuttlebit] thoughts on ASML
What are scuttlebits? I recently read Focus: The ASML Way by Marc Hijink, a book [...]
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Continue reading →[ALGN] Align Technology
[ALGN] Invisalign: Still the Clear Choice?
MBI and I recorded an episode of Never Sell recently (Global Payments, AI and Software, OpenAI and Anthropic [...]
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