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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Differentiation and Value Capture in the Internet Age
The implication of the Smiling Curve is not only that aggregators have increased economic power, but that differentiated suppliers do as well; Omni Software is an example.
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Daily Update: Qualcomm’s Challenges, Uber’s Potential
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Daily Update: Hailo Exits North America, Intel Earnings, Macworld Expo is Over
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Don’t Blame Uber
At the risk of painting too broad a stroke, it seems to me that much of the opposition to changes wrought by the Internet undervalue the positive impact said changes have on normal people. For example, people despair over newspapers closing without appreciating the explosion in quality content freely available to anyone anywhere in the […]
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Daily Update: What I Got Wrong About Apple Watch, The Best iPhone Review, German Court Lifts Uber Ban
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Daily Update: Uber v Lyft in NYC, Defending Surge Pricing, Taylor Swift on Music
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Daily Update: Google I/O – Analysis on Every Announcement