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Concepts

Platforms

  • Additional Thoughts on iWatch and Android Wear

    A few points of follow-up on last week’s piece Android Where?: So What About iWatch? I only mentioned the iWatch tangentially in last week’s piece, which is just as well, for it gives me an opportunity to link favorably to this piece on Techpinions by industry veteran Tim Bajarin about the (alleged) iWatch: I actually […]

  • Android Where?

    There is no questioning the scope of Google’s ambitions. Consider the fact that yesterday’s two-and-a-half hour keynote was shorter than the 2013 version, and that the two keynotes had almost zero overlap! While last year Google spent a lot of time both enhancing the Android development environment and Google+, this year was about extending Android […]

  • Daily Update: Google I/O – Analysis on Every Announcement

  • Daily Update: Satya Nadella at the Code Conference, Google’s Self-Driving Car Video, Intel to Work with Rockchip on SoC

  • Daily Update: Google v Oracle, Mobile Gaming and Gambling, Third-Party Mobile Platforms

  • Dependent on Digital Whales

    It was very hard to find fault with anything that Facebook announced at F8 last week. Unlike their past developer efforts, which were all about pulling content onto Facebook, this year was about pushing Facebook’s infrastructure out into all kinds of mobile apps. The win for Facebook is that much more signal about their users, […]

  • Daily Update: Facebook’s New Platform

  • Box, Microsoft, and the Next Enterprise Platform

    Let’s get one thing out of the way: there is nothing about Box’s S-1 filing that suggests tech is in a bubble. Indeed, the fact Aaron Levie and company are not yet profitable is a good thing. To understand why, you must read Should Startups Focus on Profitability or Not by VC Mark Suster: There […]

  • Face Is Not the Future

    There is certain logic to any Facebook acquisition given the current stock price. The current market valuation of $156 billion implies significant revenue growth on an annual basis far greater than simply converting desktop revenue streams to mobile ones; if you assume the stock price will decrease in the future, then making largely stock-based purchases […]

  • The Social Conglomerate

    When news of the Facebook/WhatsApp deal broke, a lot of people gave me credit for being prescient: after all, I had just written 1,568 words on why messaging was mobile’s killer app. WhatsApp, though, was all but absent from the article, meriting but a single mention, and in parenthesis at that! Viber does have strong […]