Good morning, Please remember to update your GlassBoard, t-shirt, poster, and book preferences on your profile page if you have not already done so. Access members, also check out GlassBoard as I have a few ideas I want to put past you, and remember you can contact me directly by email here (the link isSubscribe […]
Daily Update: Microsoft, Qualcomm and Amazon Earnings
Good morning, I am aware of two issues with the daily update: Some email addresses were not automatically imported to MailChimp. I am investigating why and will add you manually if need be. Please email me if you have not been receiving emails Feedly does not respect the private RSS feed addresses and instead redirectsSubscribe […]
Daily Update (2014-04-24): Apple Earnings, Capital Structure; Facebook Earnings
Good morning, In case you missed it yesterday, you can now access the Daily Email on the web and through your private RSS feed. Let me know if you have any trouble getting this set up. I also sent a separate email to Access members and Annual Daily Update members asking you to resubmit yourSubscribe […]
When CEOs Matter
Sometime in 2012, during the runup to Windows 8, I was on a call with a Microsoft Developer & Platform Evangelist (DPE) strategizing how we would approach a particular partner.1 I asked his opinion of a specific feature in this partner’s iPad app, and was shocked at his response: “I don’t own an iPad, and […]
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 […]
Bill Gates’ Steve Jobs Moment
Steve Jobs and Bill Gates, once pirates, now legends, are forever linked in tech history. You know the lore: both collaborators and competitors in the 80s; Gates dominant in the 90s; Jobs triumphant in the 00s. Their career arcs were different though: Gates went out on top, retiring to a life of philanthropy, while Jobs […]
Battle of the Box
The battle between Dropbox and Box show the differences between selling to consumers and selling to enterprise.
Business Models for 2014
Perhaps the greatest continuing disconnect between technologists and normals is the value ascribed to software. As Marc Andreesen famously declared, “Software is eating the world,” and while that is absolutely true, software, especially in the consumer space, is not eating value, at least not directly. In fact, if 2013 taught us anything, it’s that the […]
Amazon and the Benefits of Vision
In case you missed it – and how could you? – this happened: While professional skeptics have been skeptical, the sheer audaciousness – and frankly, awesomeness – of Amazon’s drone proposal has attracted a near unanimous outpouring of amazement and adulation, at least if my Twitter feed is to be believed. It truly is a […]
A Technological Optimist, but Just
In June, in response to claims that nine Internet companies were willingly passing information to the NSA, Apple released Apple’s Commitment to Customer Privacy: Apple has always placed a priority on protecting our customers’ personal data, and we don’t collect or maintain a mountain of personal details about our customers in the first place. There […]