Transportation
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Intel is buying Mobileye; it’s an acquisition that makes sense once you realize how much value there is in components.
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The competition between Uber and Google has broken out into the open: who has the advantage in the evolution of transportation-as-a-service, and who will likely win?
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A massive revolution in cars seems right around the corner. However, I think it will take longer then most technologists think, but when it comes it will come quickly.
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Vox Acquires Recode; Stars, Money, and Reach; The Apple Car and Jony Ive
Recode has sold to Vox, and while everyone involved is putting a happy face on the matter, it seems highly likely that Recode failed as a business. Understanding how content businesses work show where they went wrong, but what does that mean for someone like Bill Simmons? Also, Jeff Williams spoke at Recode, and he just…
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China Slowing, Apple Growing; Is Tesla Disruptive?
Today’s update examines how it is that China smartphone sales are decreasing even as Apple’s share is increasing. Then, I once again take on disruption theory and its adherent, this time around Tesla.
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Daily Update: Nokia’s Next Move, Strategy and Mapping, Who Might Acquire HERE?
Today’s Daily Update analyzes Nokia’s rumored acquisition of Alcatel-Lucent: it’s a deal that makes a lot of sense. More interesting, at least for the tech world, is the potential sale of HERE Maps. This Update examines why mapping is so important strategically, why Apple is almost certainly not interested (and more broadly, how the company chooses…
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Daily Update: BuzzFeed, Trust, and Regret; Backdoor Hypocrisy; Uber Acquires deCarta
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Daily Update: Car Rumors and Jony Ive’s Apple, Obama’s Cybersecurity Summit, China Taxi Apps Merge
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Daily Update: What is Happening with Bitcoin?, Republicans and Net Neutrality, Uber Market > Taxi Market
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Daily Update: On The New Republic, Journalism, and BuzzFeed; Uber and Portland; Uber and India
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Daily Update: On the Occasion of Thanksgiving; Lyft Driver Destination; Apple’s Cloud Problem, Revisited
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Why Uber Fights
Ride-sharing is a winner-take-all market that depends on controlling demand more than it does supply.