Box, Microsoft, and the Next Enterprise Platform

Let’s get one thing out of the way: there is nothing about Box’s S-1 filing that suggests tech is in a bubble. Indeed, the fact Aaron Levie and company are not yet profitable is a good thing. To understand why, you must read Should Startups Focus on Profitability or Not by VC Mark Suster: There […]

Face is not the Future

There is certain logic to any Facebook acquisition given the current stock price. The current market valuation of $156 billion implies significant revenue growth on an annual basis far greater than simply converting desktop revenue streams to mobile ones; if you assume the stock price will decrease in the future, then making largely stock-based purchases […]

Newspapers Are Dead; Long Live Journalism

This is Part 3 in a series on the future of news and newspapers. Previously: Part 1: FiveThirtyEight and the End of Average link Part 2: The Stages of Newspapers’ Decline link Newspapers are held up as an irreplaceable tentpole of a free society, especially by the journalists who work at them, but the people […]

The Stages of Newspapers’ Decline

The second-most common objection to FiveThirtyEight and the End of Average was along these lines: Love 100% of @stratechery posts but this one off: forgets to segment market. Many don't care about "quality" news http://t.co/KnSmNgZbS2 — Rich Yudhishthu (@yudhishthu) March 17, 2014 That’s very true; those same people – and there are a lot of […]

FiveThirtyEight and the End of Average

Just a few minutes ago, Nate Silver’s new FiveThirtyEight site launched. While it’s not known how much ESPN is paying Silver, it’s certainly a substantial amount, especially when you consider 20% of visitors to the New York Times stopped by Silver’s blog. Silver’s FiveThirtyEight is one of a growing number of personality-driven sites and blogs, […]

Samsung’s Disappearing Differentiation

Earlier this week Samsung, and I’m quoting the headline of the press release, “Unveil[ed] Comprehensive, Lifestyle-Focused Galaxy Gifts Package for Next Generation Galaxy S5”: Samsung Electronics Co., Ltd. today announced its collaboration with 16 of the world’s leading mobile content and service providers to offer Galaxy S5 users more than $600 worth of exclusive, pre-paid […]

Digital Hub 2.0

My question last week – How Much Will CarPlay Cost – was not an idle one. Most readers – and I include myself in this group – presume that CarPlay is, as I wrote, “a strategy that is based more on propping up the iPhone than on building a separate revenue stream.” Another way of […]