Google’s Tasty Lemonade

It’s good to see one of the more tiresome myths of the last couple of years – that everyone is trying to be like Apple, just look at Google buying Motorola! – get put to bed once and for all. Earlier today Google sold the remains of Motorola Mobility to Lenovo for $2.91 billion,1 closing […]

The General-Purpose iPad and the Specialist Mac

I’ve written previously that the iPad was helping to unbundle the general-purpose PC: The iPad and the Disaggregation of Computing The Humpty Dumpty PC The (Alleged) 13-Inch iPad and the Triumph of Thin Clients From the Humpty Dumpty PC: The iPad and other appliance-like devices have actually had the opposite effect [as compared to the […]

Apple reportedly building two big screen iPhones

From the WSJ: Facing competition from rivals offering smartphones with bigger screens, Apple Inc. is planning larger displays on a pair of iPhones due for release this year, people familiar with the situation said. The people said Apple plans an iPhone model with a screen larger than 4½ inches measured diagonally, and a second version […]

Battle of the Box

The problem with the old thin client model was the assumption that processing power was scarce. In fact, Moore’s Law and the rise of ARM has made the exact opposite the case – processing is abundant. Data, on the other hand, is scarce – indeed, it is the scarcest resource in technology. To be precise, […]

Google’s New Business Model

Excepting the patent and panic-driven Motorola deal, prior to yesterday’s acquisition of Nest for $3.2 billion, the previous largest deal Google’s history was DoubleClick for $3.1 billion 2006. Beyond the similar dollar figures, it’s a deal worth considering for what it says about Google then and now. With the acquisition of DoubleClick, Google solidified its […]

Business Models for 2014

Perhaps the greatest continuing disconnect between technologists and normals is the value ascribed to software. As Marc Andreesen famously declared, “Software is eating the world,” and while that is absolutely true, software, especially in the consumer space, is not eating value, at least not directly. In fact, if 2013 taught us anything, it’s that the […]

Windows 8 and the Cost of Complexity

PCs just suffered their worse quarter ever. From the WSJ: World-wide PC shipments fell 10% last year, research firms Gartner Inc. and IDC said Thursday, the worst-ever sales slump for the industry. Both companies have been tracking personal computer sales since the 1980s. Computer makers have been hurt as consumers and businesses spend more time […]