Daily Update: Peak Google and Car Insurance, Handicapping the Internet of Things

Good morning, I hope this is obvious, but since I did get a question, no, Xiaomi is not paying for my trip next week. I have a media invitation, that’s it. I’m paying for the trip because I think Xiaomi is a big deal and I hope to understand them better, and more importantly, shareSubscribe […]

Daily Update: Amazon and the Opportunity Cost of Losing Focus, Sling TV and The Interview Follow-up, Samsung’s Bad yet Good Earnings

Good morning, I hope you all enjoyed yesterday’s article about Xiaomi, because there is a lot more about the company on the way. James Allworth and I just recorded a podcast that dove deeper into both the company as well as the markets they are competing for, the validity of patents, China’s tortured history andSubscribe […]

Xiaomi’s Ambition

Xiaomi, the Chinese smart phone company that late last month raised $1.1 billion at a $45 billion valuation, sells way more than smartphones: Mi.com boasts over a thousand items, and it’s the third-largest e-commerce site in China. One item it doesn’t sell, though, is a AA battery charger. Only Apple: I clearly remember when this […]

Daily Update: Sling TV, The Interview Makes $15 Million, Roku’s Smart TV Play

Good morning, Tuesdays are when I usually post my big article for the week, but this week’s has been delayed until tomorrow, so a Daily Update it is. And just as good: there were a couple of very interesting announcements yesterday at CES. On to the update: Sling TV From The Verge: What is SlingSubscribe […]

Daily Update: Looking Forward to CES, Looking Ahead to 2015, Apple and the Functional High Ground

Good morning, Happy New Year! It’s great to get back into the flow of things. Let’s get on with it! Looking Forward to CES It’s fun to rag on CES, particularly during the 00’s when Apple’s MacWorld keynote announcements would overshadow the going-ons in Vegas, at least from a news cycle perspective. It wasn’t justSubscribe […]