2015
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Daily Update: Twitter Follow-up, EU Begins Antitrust Action Against Google, Is Antitrust the Answer?
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Daily Update: Nokia’s Next Move, Strategy and Mapping, Who Might Acquire HERE?
Today’s Daily Update analyzes Nokia’s rumored acquisition of Alcatel-Lucent: it’s a deal that makes a lot of sense. More interesting, at least for the tech world, is the potential sale of HERE Maps. This Update examines why mapping is so important strategically, why Apple is almost certainly not interested (and more broadly, how the company chooses…
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Daily Update: Understanding TV Unbundling, The Dying Appeal of Undifferentiated Content, The Special Case of HBO
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Podcast: Exponent 041 – Bubbles
On the newest episode of Exponent, the podcast I co-host with James Allworth: In this week’s episode Ben and James discuss whether or not there is a bubble, as well as a bit on the Apple Watch. Please note this was recorded before the Apple Watch reviews were released. Links Ben Thompson: It’s Not 1999 […]
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Daily Update: BuzzFeed Busted, LinkedIn Buys Lynda.com
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Daily Update: Valuation Versus Risk Bubbles, Apple Watch Reviews Drop
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It’s Not 1999
The question of whether or not we are in a tech bubble has been raised regularly for years now; 2012, particularly Facebook’s acquisition of an app1 called Instagram for a ridiculous2 $1 billion, was a particular high point. The fact that Instagram is now valued at $35 billion suggests the 2012 doomsayers were just a […]
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Daily Update: Google and Mozilla Ban CNNIC, GitHub Attacked by Great Firewall, Apple Tops in Urban China
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Daily Update: Learning From the Economist, NYT Now to be Free