Daily Update: Apple and the Cloud Followup, Box for Industries, Calculators: Not Disrupted

Good morning, It’s official: I won’t be going to the keynote in person, but since the presentation will be streamed I will once again hold a live chat for Access members. I’ll email details next week. In addition, look for a new episode of Exponent later today. On to the update: Apple and the CloudSubscribe […]

Daily Update: Amazon’s PR Runup, Box Acquires Streem, Priceline Acquires OpenTable

Good morning, Two acquisitions and anticipation for a big announcement – there’s always something interesting in tech! On to the update: Amazon’s Press Release Runup Amazon is doing something interesting in the runup to tomorrow’s announcement, which most expect to be a Kindle smartphone: they are effectively pre-announcing multiple features that will likely be sellingSubscribe […]

Apple and Beats, Box adds GE, Comcast Entering Online Ads

Hi all, Keep an eye out today for the Week in Daily Updates, especially if you would like to encourage others to subscribe (please do!). In addition, as I note below, I’ll almost certainly write something about Apple and Beats. Speaking of: Apple Reportedly Buying Beats The Financial Times had the scoop: Apple is closingSubscribe […]

Level3 and Internet Congestion, Dropbox Data Leak, Microsoft Surface

Good morning, Here are today’s updates: Level3 and Internet Congestion Level3, one of the largest Tier 1 network providers in the country, wrote a blog post called Observations of an Internet Middleman: The average utilization across all those interconnected ports is 36 percent. So you might be asking – what is all the fuss aboutSubscribe […]

Daily Update: Android Silver, Box’s Delayed IPO, AppLinks Followup

Good morning, It’s the end of week 2 – thanks for being a member! If you have not yet (re)made your t-shirt size selection, please do so (some people who signed up in the first week did not have their sizes recorded properly). You can update your size (or decline it) on your profile page.Subscribe […]

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 […]

Box, Microsoft, and the Next Enterprise Platform

Let’s get one thing out of the way: there is nothing about Box’s S-1 filing that suggests tech is in a bubble. Indeed, the fact Aaron Levie and company are not yet profitable is a good thing. To understand why, you must read Should Startups Focus on Profitability or Not by VC Mark Suster: There […]

Battle of the Box

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

The Dropbox Opportunity

Benedict Evans, in Glass, Home and solipsism, one of the most insightful posts I’ve read in some time: Your customers’ relationships with you are the only relationships you have as a business and you think a lot about them. But you’re one of a thousand things your customer thinks about in a week, and one […]