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Latest Podcast

Concepts

Evolution of Technology

  • How Apple Will Make the Wearable Market

    Last fall, Apple CEO Tim Cook described the Apple Watch as the “next chapter” in Apple’s history, placing it at the same level as the Mac, iPhone and iPod. I get the sense that a lot of people don’t believe him; they just don’t see the need for a wearable. There is ample precedent for […]

  • Apple’s New Market

    If the importance of an integrated experience matter more with your phone than your PC, because you use it more, how much more important is an integrated experience that touches every detail of your life?

  • Daily Update: Felix Salmon Thinks Journalism is a Bad Idea, Qualcomm’s China Settlement, AMC Added to Sling TV

  • Mobile First

    Last Friday was the eight-year anniversary of the announcement of the iPhone, the event that began the mobile epoch. It was, though, an Apple rumor that to my mind illustrated just how much the world has changed. Mark Gurman is reporting at 9to5Mac that the next MacBook Air will have a radical redesign. The biggest […]

  • Xiaomi’s Ambition

    Xiaomi, the Chinese smart phone company that late last month raised $1.1 billion at a $45 billion valuation, sells way more than smartphones: Mi.com boasts over a thousand items, and it’s the third-largest e-commerce site in China. One item it doesn’t sell, though, is a AA battery charger. Only Apple: I clearly remember when this […]

  • Daily Update: Looking Forward to CES, Looking Ahead to 2015, Apple and the Functional High Ground

  • 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 […]

  • Differentiation and Value Capture in the Internet Age

    The implication of the Smiling Curve is not only that aggregators have increased economic power, but that differentiated suppliers do as well; Omni Software is an example.

  • Peak Google

    Despite the hype about disruption, the truth is most tech giants, particularly platform providers, are not so much displaced as they are eclipsed. IBM, for example, has been successfully selling and servicing mainframes for going on 50 years (although they are now in serious trouble (members-only)). During the PC era, though, they were eclipsed by […]

  • Daily Update: American Girl, Minecraft, and the Next Generation of Builders; The Panasonic Cameraphone; China’s Antitrust Crusade