Daum Kakao Buys Path, Amazon’s Funnel, More from Mary Meeker

Messaging apps are great examples of the power of funnels, and of how difficult they are to build. Meanwhile, Amazon expands and leverages theirs, plus my five favorite Mary Meeker slides.

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.

Cisco’s Results — and Future, Tencent’s Advertising Shift

Today’s update discusses how Cisco has seemingly responded to the threat of software-based networking, but why the future is more cloudy than outgoing CEO John Chambers thinks. Then, Tencent is slowly diversifying their business model, and it’s a big opportunity.

Daily Update: Christmas Gifts for Startups

Good morning, Happy New Year! As I noted last week, The Daily Update is on a reduced schedule for these two weeks, with updates on Mondays and Tuesdays only. There will be no update from December 31-January 2. The regular daily schedule will resume on Monday, January 5. Today continues Christmas gifts for tech companies:Subscribe […]

The State of Consumer Technology at the End of 2014

While the modern computing era in many respects began with the IBM System/360 mainframe and further expanded with the minicomputer, normal consumers didn’t start encountering computers until the personal computer. And, while mainframes are technically still around (while minicomputers are decidedly not), what is unique about the PC is that it is very much still […]

Daily Update: The United States’ PC Hangover, Message App Milestones, iPhone 6 Screen Size Conjecture

Good morning, Welcome to the last week of August! Fortunately, we’re all interested in tech, where there is always something interesting being announced – or rumored. On to the update: The United States’ PC Hangover There were lots of interesting tidbits in the latest comScore U.S. Mobile App Report, particularly the list of the topSubscribe […]

Daily Update: The New Structure of Mobile Gaming, The Hidden Cost of Microsoft’s Devices, Amazon Affiliate Links in the Washington Post

Note: I put the wrong link in the Daily Email for Tuesday, September 2, 2014. The daily update for that day can be found here. Good morning, I’m really glad to be back in Taiwan and look forward to being back on a regular schedule – you’ll note how much earlier this update is arriving!Subscribe […]

Daily Update: Amazon Local Register, Messaging Apps Are Extremely Profitable, Samsung v HTC

Good morning. Hello from somewhere between Madison and Chicago. I’m in the car on the way to the airport, heading back to Taiwan. As I noted yesterday, updates for the rest of the week will come at odd hours, including, obviously, today’s. Thanks for your patience. Yesterday on the main site I asked Is BuzzFeedSubscribe […]