June 2015
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The Funnel Framework
The Internet has removed scarcity, meaning business models based on controlling distribution are no longer viable. Instead, the key to success is controlling access to the best customers — and that means being the best.
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China: A Disclaimer, Reasons for Concern, Connecting the Dots…Or Not
Today’s update is a little out of the ordinary: a brief discussion of my relationship — or not — with China, and then a discussion about whether or not people in tech should be concerned about what is happening with the country.
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Semiconductors and Industry Cycles, Deals Galore, Intel to Acquire Altera
After a brief follow-up to my Google I/O Daily Update, I dive into the history of semiconductors and how it fits the traditional industry cycle. Then, an overview of recent transactions and how they fit in.