One Clayton Christensen point that I’ve harped on several times before is that as integrated structures within a value chain disaggregate into their modular components, new points of integration emerge to sweep value. In the context of public cloud infrastructure and the range of tools and apps flourishing on top, you might think of solutions […]
Tag Archives: APIs
[MCO] Moody's Corp
S&P, Moody’s, and the limits of AI disruption: Part 2
I briefly discussed credit ratings in my S&P write-up. It’s a great business, we all [...]
Continue reading →[WIX] Wix.com
[scuttlebit] Wix at the AI Crossroads
What are scuttlebits? Wix was conceived to democratize the creation of websites at a time [...]
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Continue reading →[SPGI] S&P Global
S&P, Moody’s, and the limits of AI disruption: Part 1
(Part 1 concerns S&P Global; Part 2 will be published next week and discusses Moody’s) [...]
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Continue reading →[VEEV] Veeva Systems
Veeva, AI, and regulated workflows
I recently recorded my annual podcast interview with @LibertyRPF, where I offer some thoughts on [...]
Continue reading →[POOL] Pool Corp.
How Pool stacks up to Watsco
MBI and I recorded an episode of Never Sell recently (Big Tech Earnings) (Spotify, Apple, YouTube, RSS feed) Having just written [...]
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