Good morning. Hello from somewhere between Madison and Chicago. I’m in the car on the way to the airport, heading back to Taiwan. As I noted yesterday, updates for the rest of the week will come at odd hours, including, obviously, today’s. Thanks for your patience. Yesterday on the main site I asked Is BuzzFeedSubscribe […]
August 2014
Is BuzzFeed a Tech Company?
It’s telling that Chris Dixon, in a blog post explaining Andreessen Horowitz’s $50 million investment, goes out of his way to explain that BuzzFeed is not really a media company, but a technological one: We see BuzzFeed as a prime example of what we call a “full stack startup”. BuzzFeed is a media company in […]
Daily Update: In Denise Kote’s World, Everyone Loses; Defending Samsung; Xiaomi Apologize for Data Collection
Good morning, Today’s update is quite substantial. I feel I owe it to you all as the rest of the week is going to be a little lighter; I’m leaving very early tomorrow morning to return to Taiwan with two kids in tow, so the next three days are going to be challenging as farSubscribe […]
Daily Update: Buzzfeed Raises $50 million, NVidia’s Results and Gaming’s Resilience, Apple University Profiled
Good morning, I got really annoyed at the mainstream media last night, which perhaps makes me especially favorable to today’s first item about Buzzfeed. On to the updates: Buzzfeed Raises $50 million From the New York Times: BuzzFeed just closed a new $50 million investment from Andreessen Horowitz, a prominent venture capital firm in SiliconSubscribe […]
The iPhone in India (versus China), and the Week in Daily Updates
This week’s Daily Updates have had a heavy international focus, especially on China but also India. This particular update is from this morning and seeks to understand why Apple fares so differently in these two critical markets. To read all of the Daily Updates for $10/month or $100/year, please visit the membership page. Bloomberg writes […]
Daily Update: Apple/China Follow-up, The iPhone in India (versus China), Buying Smartphones in the U.S.
Good morning, I apologize that today’s update is so late – I’m very much looking forward to being back in Taiwan’s time zone! Stereotypes and pattern-matching are funny things, and all three items today touch on them in different ways. The latter two updates confirm some of my suspicions about the smartphone market, but theSubscribe […]
Podcast: Exponent Episode 012 – The Internet Rainforest
On the newest episode of Exponent, the podcast I co-host with James Allworth: In this week’s episode we discuss how the Internet is enabling not only big winners, but also small, focused niche players, and why that’s exciting. We also discuss the impact this transition will have on society, follow up on last week’s integrated/modular […]
Daily Update: Understanding China, or Not; Apple’s China Risk; China Cracking Down on Messaging Apps
Good morning, The position of China in tech is so fascinating: it is well on its way to being the most important market in the world, yet it is largely inaccessible to most foreign companies. The big exception in the U.S. is Apple, so we start there. On to the update: Understanding China, or NotSubscribe […]
Daily Update: Sprint Abandons T-Mobile Bid, Microsoft Hires New Head of BD, Apple Touts App Store
Good morning, Yesterday I wrote about P&G’s recent decision to reduce its brands from nearly 200 to less than 100. While the easy takeaway is to talk about focus and bloat, I actually think that there is a tech story here as well. After all, lots of brands made a lot of sense in theSubscribe […]
How Technology is Changing the World (P&G Edition)
P&G is cutting product lines, the plethora of which made far more sense in the retail world than online. More change is coming.