The Funnel Framework

The Internet has removed scarcity, meaning business models based on controlling distribution are no longer viable. Instead, the key to success is controlling access to the best customers — and that means being the best.

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: An Interview with Xiaomi’s Hugo Barra (Part 2) on Accusations of Copying, Xiaomi’s Product Roots, and Where the Money Comes From

Good morning, It’s Martin Luther King Day in the US, so I know many of you may not be at work today, but I wanted to wrap up my interview with Hugo Barra, Vice President of International for Xiaomi. My original intent was to run the whole interview on Friday, but when the meeting after […]

Daily Update: An Interview with Xiaomi’s Hugo Barra (Part 1) on Xiaomi’s Strategy, Target Customer, and Unexpected Success in India

Good morning, A special treat today (and Monday): I was able to spend some time with Hugo Barra, Vice President of International for Xiaomi. We had a wide-ranging conversation about Xiaomi’s strategy, their target customer, success in India, how they make money, and accusations that they copy Apple. In fact, it was so much that […]

Daily Update: Notes From the Xiaomi Event, Refining Xiaomi’s Ambition, Additional Notes

Good morning, Hello from Beijing! Today was Xiaomi’s latest announcement and I published a Storify of my live-tweets here. Today’s update is my initial reaction to what was presented. On to the update: Notes from the Xiaomi Event I arrived at the China National Convention Center a little over an hour before the Xiaomi event […]

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: 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

Good morning, Happy New Year! It’s great to get back into the flow of things. Let’s get on with it! Looking Forward to CES It’s fun to rag on CES, particularly during the 00’s when Apple’s MacWorld keynote announcements would overshadow the going-ons in Vegas, at least from a news cycle perspective. It wasn’t just […]

Daily Update: The Uber Problem, Samsung’s Next Act, Nokia is Back!

Good morning, With regards to yesterday’s note on the web not being dead, John Gruber wrote a great post called Native Apps are Part of the Web; I also forgot that I wrote a guest post earlier this year defending the web for writers. Still, though, it doesn’t really matter what any of us think: […]