POSTS IN Strategy

The Genius in Apple’s Vertical Platform

It’s pretty evident that Apple isn’t wed to individual suppliers. Not only are they back to creating their own chips, but they are also one of the only ‘compute’ companies to have used each of the top 3 processor architectures over time – ARM, x86, and Power PC. Apple’s DNA in this area is untouchable, […]

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The iPad and ‘Gen 1′ Products

Love it or hate it, the iPad is poised to essentially lock up the tablet category for a subtle but important reason—the iPad is not a ‘Gen 1’ technology. ‘Gen 1’ technologies are the term given to products which debut with significant newness—e.g. the original iPhone (both Apple’s first phone and first touch-screen phone). Gen […]

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TED Joins the Online Video War

As the battle for HTML-5 vs Flash plays out something interesting is happening in online video. Sites are proactively converting videos to H.264 for use on mobile devices. Today, Chris Anderson of the much lauded (or hated if you weren’t invited) TED.com sent this Tweet showingthat videos are now available in H.264 for the iPhone. […]

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Nokia’s Strategy: Dumber Phones, Smarter Websites

Yesterday Nokia acquired Novarra, a company that makes browser technology for low-end mobile phones. While Nokia’s exact strategy is unknown, they said Novarra will be used to deliver new services to mainstream Series 40 devices later this year. Series 40 is what powered old-school candy bar Nokia phones that everyone in the US used earlier […]

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The Math and Psychology Behind Group Buying

Josh Kopelman, a partner at First Round Capital, recently wrote a post entitled Change is coming to online shopping in which he argued that disruption is finally poised to return to e-commerce after a decade of relative stagnation (Josh knows retail—he sold half.com to Ebay during web 1.0). His thesis: Real time marketing and targeting […]

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Backward Compatibility vs Innovation – Why Apple Leads

In the tech world, there is a reoccurring question that gets debated in marketing, design, and engineering departments—backwards compatibility. It goes like this: a company has existing customers / users of its products, and wants / needs to factor these in when making a new revision of an existing platform or product. Take the example […]

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The Velocity of Ideas and the Information Economy

Content tends to take on a power law distribution = “long tail”. As more people rely on social graphs for link sharing and discovery, and as the velocity of information they are sharing increases, a lot of good content is drowned out by the ‘top’ content – in terms of the 80/20 rule which governs […]

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Convergence – AT&T’s and Cisco’s Strategy

The below device is called a femtocell / microcell. Femtocells are really the first real-life incarnation of what’s known as “fixed / mobile convergence”, so they deserve some attention in that context. AT&T’s microcell is designed by Cisco. This is another consumer end market Cisco is pushing into, and indicative of why they need you […]

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The Background Behind Cisco’s Chest Pounding

Over the past few weeks, the blogosphere hype machine has been in a tizzy, counting down to March 9th when Cisco would “forever change the internet“. Today folks were “disappointed”—turns out Cisco didn’t really change anything (all they did was release a new core router—their bread and butter business). As background, consumers DO NOT CARE […]

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Why Wireless Doesn’t Scale with Moore’s Law

Moore’s Law, which simply states that the capability/cost curve of chips should double every 18 months, hasn’t applied to mobile operators. Below are some reasons why the cost structure and performance/capabilities of wireless proves way more complex than silicon: Scarcity of wireless spectrum: Wireless spectrum allocation costs prescribe to a different cost/capability curve, one based […]

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