Concepts

Product-Market Fit

  • Daily Update: Bitcoin and China, Samsung Earnings, International Plans for Xiaomi and Lenovo


  • The Heart of Dropbox

    Last Thursday, after waking up to the news of Dropbox’s most recent announcements,1 I couldn’t have been less impressed. To quote myself from a chat I had with a friend: “Dropbox is an unfocused mess.” But then I actually watched the event. I’ve long been a believer in cloud storage; back in college I experimented […]


  • Battle of the Box

    The battle between Dropbox and Box show the differences between selling to consumers and selling to enterprise.


  • So the 5S is (allegedly) killing the 5C. Why is this bad news?

    John Koetsier, writing at VetureBeat: Apple has the prototypical good-news, bad-news scenario on its hands, with soaring sales of its flagship iPhone 5S contrasting sharply with souring sales of its “for the colorful” iPhone 5C. “Our latest channel checks confirm that Apple indeed has cut back 5C production by 35 percent and increased 5S production […]


  • The $550 iPhone 5C Makes Perfect Sense

    I can sympathize with the inability of many folks to grok exactly what Apple is thinking with iPhone 5C pricing. I myself was confused until just before launch, when I wrote Thinking about iPhone Pricing and honed in on the idea of “good-enough.” In the case of the iPhone, the 3G was clearly better than […]


  • HTC’s – and Windows Phone’s – Missing Market

    According to Digitimes, HTC won’t use the top-of-the-line Qualcomm processor in their new phablet: HTC reportedly will adopt an old Qualcomm processor, the quad-core 1.7GHz Snapdragon S4 Pro APQ 8064, for production of its first large-size HTC One Max to be launched in October 2013, according to sources in the supply chain. Some sources said […]


  • Thinking about iPhone Pricing

    Before the 5C was well-known, I argued that sticking with just one new iPhone model a year had a dangerous precedent: Ford, and the Model-T: Still, the idea that Ford became overly focused on production as opposed to customer needs is a worrying one; if this fall brings nothing more than a 5S, with the […]


  • C is for Changing My Mind

    Yesterday’s article about iPhone 5c pricing prompted a vigorous discussion on Twitter, and I’m changing my mind on a few points (I told you I have strong opinions weakly held!): I was always wavering on the 3G idea: Imagine an LTE iPhone 5C sold to post-pay carriers, and a non-LTE iPhone 5C sold at a […]


  • C is for Choices

    I have to admit, it was a bit of a thrill breaking the news to the western world of the latest iPhone leak: Taiwan's Apple Daily claims to have iPhones 5C and 5S: http://t.co/bAZ8F49Wzn Double flash on 5S, highly scratch-resistant plastic on 5C. — Ben Thompson (@monkbent) August 21, 2013 Still, it really wasn’t anything new […]


  • The iPad is like the iPod, not the iPhone

    Most folks seem to instinctively compare the iPad and the tablet market to the iPhone and smartphone market, and it’s easy to see why. They share the same OS, the same competitor, many of the same apps, and, of course, the same time period – the present. But in reality – and this touches on […]