Product-Market Fit
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Daily Update: The Trouble with Amazon, China’s E-Commerce Battle, Asia’s Advantage
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Daily Update: An Interview with Xiaomi’s Hugo Barra (Part 1) on Xiaomi’s Strategy, Target Customer, and Unexpected Success in India
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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 […]
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Daily Update: Apple and Disruption, Chromebooks Surpass iPads, Chromecast Surpasses Apple TV
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Daily Update: A Positive Sign for Intel, and a Bad One; Apple WatchKit
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Daily Update: Initial Thoughts on Microsoft Office, Amazon Echo, WireLurker
Microsoft made a stunning announcement about Microsoft Office that both shows they understand their position and demonstrates how much delay cost them. Then, the Amazon Echo could be a much bigger deal that people think; it is a very different product than the Fire phone. Finally, a concerning new vector for malware on iOS.
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Daily Update: The Disruption of IBM, An Alternate View of IBM’s 2015 Profit Goal, IBM Sells Fabs to GlobalFoundries
IBM was turned around once, but the turning around made the company ripe for disruption by cloud computing.