Xiaomi
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More on Scooters; Airbnb and Hotels; Netflix, AT&T, and Friends
Succeeding in scooters may require vertical integration, why Airbnb should go deeper into hotels, and why AT&T is making a mistake with Friends (or are they)
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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.
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Xiaomi Retrenches, Lenovo’s Smartphone Struggles, The Chinese Consumer Market and Smartphones
Xiaomi’s CEO confirms how and why the company went wrong; then, why I got Lenovo wrong when it comes to smartphones. Plus, why China is such a challenging market for everyone, including Apple.
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Apple-FBI Follow-up; Xiaomi, Samsung, LG and High-End Android, Spotify Moves to Google’s Cloud
First some follow-up on Apple versus the FBI, then a discussion about how high-end Android is a distinct market, and how that impacts new phones from Xiaomi, Samsung, and LG. Finally, why Spotify’s move to Google makes sense.
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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.
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Getting Amazon (Partly) Wrong, Xiaomi in India
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Daily Update: Samsung’s Retreat, The Uncrossable Curve?, Gawker Writers Seek to Unionize
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Daily Update: YU, Cyanogen, and Chasing India’s Enthusiasts; New Apple TV Box
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Daily Update: FiftyThree and the App Store, Three Notes on China