Xiaomi IPOs, Samsung’s Profit Slips, The Smiling Curve

Xiaomi’s IPO shows a company that has come full circle but still has a long ways to go. Then, Samsung remains reliant on components for profit, and both companies show that the Smiling Curve applies to smartphones more than ever.

Xiaomi’s Struggles, Samsung Hardware Rumors

Xiaomi is struggling to justify its valuation; in fact there have been signs for a long time that their valuation was unrealistic all along. Plus, Samsung returns to hardware differentiation.

The AWS Platform, The Liability Shift Has Arrived, Samsung Pay Launches in the U.S.

With all the talk of platforms I’d be remiss in discussing what may be the most vibrant platform of all: AWS. Then, the liability shift arrives today, and a surprising number of merchants aren’t ready. Maybe Samsung Pay had the right strategy after all…or maybe not.