NEW INTERVIEW: Former Chairman of Sony Entertainment on Nintendo's Everlasting Intellectual Property

'Mario is probably impervious to extinction'

$NTDOY

inpractise.com/articles/ninte…
Nintendo has 100 years of experience in gaming.

'They are the masters in this field'
'As a platform holder, our job is to create a wider audience, continually.'
'I think Nintendo really understands the game design maxims for a handheld platform and then how to leverage their very powerful IP vault in that medium.'
It seems Fortnite and Roblox is additive to the industry and not exactly zero-sum vs AAA games?
Parallels between gaming and film IP

'because gaming is so tied to technology (which) has to keep moving forward in order to bring more immersive experiences, previous generation games are not compatible with the new technology'
'If you talk about the IP power of gaming, it’s true, but it has these breaks in the cycle, where entire franchises can disappear, because you can’t access them anymore''
The faster technology moves, the greater the challenge in sustaining the value of the IP

'Given their history, I think it would be very difficult for Nintendo to do a bad iteration of Mario'

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More from @_inpractise

6 Oct
Few notes on Cat Rock presentation on Just Eat & Online Food Delivery

$JET.LN
Network effects = high margins and winner takes all dynamics
Logistics players hoovered up supply to widen selection and disrupted fat marketplace margins

Similar to how $amzn disrupted $ebay by owning more of customer journey
Read 14 tweets
4 Oct
NEW INTERVIEW: Accenture: Culture of Client-Centricity

"The only way you can consistently bring clients value is by self-disrupting and subordinating your own peace of mind and internal stability to the well-being of your client."

$ACN

inpractise.com/articles/accen…
Accenture's revenue mix has shifted mainly from application mgmt and development to platform integration today
Accenture has the DNA and ability to self-destruct to reinvent the business and stay close to customers

Compare $ACN with a biz like IBM highlights how culture eats strategy
Read 4 tweets
2 Oct
NEW INTERVIEW: Atlassian: Reselling Jira and Confluence

Software is inherently sticky as companies and users hate change and are familiar with using the products



inpractise.com/articles/team-… Image
The app ecosystem and 3P integrations are crucial in driving stickiness for large enterprise customers Image
''Atlassian operates very much like Apple. You have your iPhone, which provides you with a certain value. But if you have your Apple Watch, one connects with the other, which is extremely sticky. Atlassian operates in exactly the same way." Image
Read 5 tweets
30 Sep
NEW INTERVIEW: Alteryx: Land and Expand

'I think on the back-end, things like Snowflake are going to really change the game.'

Image
'the business analyst spends 60% to 80% of their workweek, every week, just preparing the data so they can finally do their job as a business analyst'

Alteryx saves users time Image
Alteryx integrates with Tableau but now Tableau Prep is directly competing with Image
Read 6 tweets
28 Sep
NEW INTERVIEW: New Relic vs Datadog

Datadog used to partner with New Relic. Before riding the cloud migration wave and bypassing New Relic to become the largest competitor

Image
Datadog started at the infrastructure layer which underpins the whole tech stack.

It's easier for Datadog to bolt on APM and logs than add infrastructure monitoring. Image
Enterprises prefer to use one devops vendor, especially in a multi-cloud or hybrid world.

The industry will consolidate to a few large bundled solutions. Image
Read 6 tweets
27 Sep
Great essay from @BlasMoros on some fundamentals of organisational behaviour and hierarchies. Something interesting starts to happen to businesses that flip the hierarchy - where senior leadership acts to support and serve front-line employees.

secureservercdn.net/166.62.107.55/…Λ.pdf Image
“Hierarchies are nature’s fundamental organizing structure – robust and efficient => See the foundation of the pyramid for what it is – the most important”
“If you are looking to change a system, a helpful tool in this process is to observe its long-term behavior.” Image
Read 5 tweets

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