German Automaker Consortium Buys Here Maps, Don’t Dismiss Apple MVNO Rumors

As expected a consortium of German automakers has acquired Here Maps. It’s hard to see this as anything other than defense of the status quo, particularly against Uber. What, though, will the latter do now?

Then, the usual skepticism surround rumors that Apple will launch an MVNO. However, I think that Apple has more leverage than you might think, and Aggregation Theory explains why.

The Remarkable iPhone 6, The Apple Watch, Microsoft Earnings

Perhaps the most surprising thing about the iPhone 6 is that Apple itself keeps getting it wrong. Plus, some observations about the Apple Watch and an appreciation of Satya Nadella.

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 where to invest), and on the flip side, who might be interested and why.

Daily Update: The Uber Problem, Samsung’s Next Act, Nokia is Back!

Good morning, With regards to yesterday’s note on the web not being dead, John Gruber wrote a great post called Native Apps are Part of the Web; I also forgot that I wrote a guest post earlier this year defending the web for writers. Still, though, it doesn’t really matter what any of us think:Subscribe […]

It’s Time to Split Up Microsoft

To understand why so many serious Microsoft observers were encouraged by Satya Nadella’s week-ago memo Bold Ambition and Our Core,1 it’s useful to go back 10 years and read Steve Ballmer’s 2004 memo Our Path Forward. It was around this time that cracks were first starting to appear in the Microsoft machine: the stock had […]

Daily Email (2014-04-22): Microsoft, Cloud Services, and Amazon

Good morning, I’m making good progress on finding a solution to making this content readable in RSS readers and web browsers for those of you who hate email. In the meantime, if you click the “Open in Browser” link at the top, you can not only read this content in a browser, but also subscribeSubscribe […]

The Nokia X

It’s real, and the Verge had a hands on: As expected, [the Nokia X, X+ and XL] combine Lumia-style design with low-cost hardware aimed at the masses, from a large 5-inch screen on the 109-Euro XL to the 4-inch display on the 99-Euro X+. The X will be released for just €89 in Eastern Europe, […]


Not all products are disruptive: some are obsoletive. They are more expensive but remove the need for entire categories of products.

Shameless Samsung

Samsung introduced the Galaxy Gear yesterday, and, yeah, it’s not great. Even Samsung fans are mocking the company saying they should have waited for Apple. — Sammy the Walrus IV (@SammyWalrusIV) September 4, 2013 I jumped on the leaked prototype, with the same general sentiment: Samsung’s watch will undoubtedly change drastically whenever Apple’s wearable is […]

Another Nokia Explanation; The Same Tragic Conclusion

While I remain convinced that Microsoft’s Nokia acquisition was largely driven by fear of losing Nokia as an OEM, either to Android or bankruptcy, there is something else curious about the timing. (The following scenario is conjecture, but not the analysis that follows) ValueAct, who is opposed to Microsoft’s push into devices, was dissuaded from […]