Low Cost Strategy
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Walmart and the Multichannel Trap
Walmart wasted years trying to retrofit their model to ecommerce. Buying Jet.com will give them a better chance, but it’s almost certainly too late to compete with Amazon.
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Microsoft’s OneDrive Debacle, Google One Take Two, Google Developing Smartphone Chips?
Microsoft’s OneDrive team unceremoniously ended its unlimited storage offer, scoring an own goal in the process. How did this screw-up happen? Then, Google is re-launching its Android One program in India — should the program even exist? Or, for that matter, should a special Android chip?
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China O2O and Unit Economics; The Fallout — Or Not — Of a Chinese Internet Crash; Uber, Postmates, Shyp, Instacart
The Wall Street Journal says China’s O2O industry may be crashing, something that comes as little surprise to many observers. However, does that mean Silicon Valley should be worried? Plus, how to think about Uber, Postmates, Shyp, and Instacart
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Getting Amazon (Partly) Wrong, Xiaomi in India
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Daily Update: YU, Cyanogen, and Chasing India’s Enthusiasts; New Apple TV Box
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Daily Update: Notes From the Xiaomi Event, Refining Xiaomi’s Ambition, Additional Notes
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Daily Update: Apple and Disruption, Chromebooks Surpass iPads, Chromecast Surpasses Apple TV
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Daily Update: eBay and PayPal, Poor Pebble, Intel Caves to GamerGaters
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Daily Update: Google Launches Android One in India, Good News on Patents, Apple’s Payment Strategy