When Software meets Hardware (or Physical Assets)
In this essay, we discuss why hardware (or physical assets) imposes constraints to the disruptive nature of software startups with the failure of sustainable unit economics.
Thinking about Cycles & Open Web
In this essay, I updated my thinking on the cycles of open and close webs & the possibility of open web returning.
Recalibration of Value in the Sharing Economy Internet Companies
In this article, I will explain what the true value of companies in the sharing economy is that they re-calibrate the value of the physical assets in that traditional industry which they seek to disrupt.