Qualcomm, National Security, and Patents

The Trump administration blocked Broadcom’s acquisition of Qualcomm, and I think it was the right move. Understanding why means understanding Qualcomm and Broadcom’s plan for the company — and the problem with patents.

In Defense of Markets, The Qualcomm Mess, Uber and de Blasio

I think that the stock market tends to get a bad rap amongst tech pundits and executives; in fact, it is a critical part of how new companies defeat incumbents. Still, sometimes markets get it wrong and I think that is the case with Qualcomm. Plus, what Uber’s episode with New York City mayor Bill de Blasio suggests about politics and Aggregation Theory.

Daily Update: FiftyThree and the App Store, Three Notes on China

Good morning, Surprise! Today’s update is not late. It’s also not my weekly article, as planned – that should be coming tomorrow. In addition, I’ll be off for Chinese New Year on Thursday and Friday. On to the update: FiftyThree and the App Store FiftyThree, a startup based in New York, is particularly important to […]

Daily Update: Qualcomm’s Challenges, Uber’s Potential

Good morning, A quick update about the transition to a single membership level: Monthly Access members ($30/month) have all been transitioned to a standard Daily Update subscription ($10/month). I have prorated your payment and applied credit to future billings. If you would prefer a refund (the amounts will range from $1 to $20), please contact […]