Apple and Efficiently Growing its Future

Organic growth is the term coined for growing internally, not via merger or acquisition. Apple has embraced this strategy over its existence, averaging only about 1 acquisition per year during the past 25 years. In contrast – during the past four years alone – Microsoft bought 45 companies, Google 40, and Cisco 30. At first […]

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Apple and Controlling the Platform

It’s almost scary how much power Apple seems to have these days. Heck, during the Gizmodo iPhone 4G saga, they apparently even had control over the police! One thing is sure – Steve Jobs has been pretty serious about keeping power ever since Apple lost the PC vs Mac war. So how is Apple trying […]

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The Enterprise Tablet – Why Cisco May Buy Palm

Update: HP announced it is acquiring Palm for WebOS-based computing devices the same day I wrote this. We’ve all heard for a while now that Palm’s most likely suitors are the off-continent smartphone/computer makers HTC and Lenovo. But there’s an overlooked potential buyer who could be a dark horse to buy Palm: Cisco Systems. Cisco […]

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Want to Break into Startups or VC?

Quick post for people reading this blog who are interested in breaking into tech startups, venture capital, meeting the key folks in these fields etc. Single most important piece of advice without a doubt: start blogging… asap. Earlier this year I reached out to Chris Dixon with similar advice on VC, startups, etc. Chris told […]

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What is ‘ARM Holdings’ Anyway?

There is so much confusion around the small Cambridge UK company named ARM Holdings – which had close to zero mainstream press prior to Apple building it’s A4 processor. ARM has always been known in tech circles, but now that it’s associated with consumer technology (because of Apple), I must say that almost every article […]

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Foursquare, Geolocation and Product / Technology Fit

‘Location based services’, which map geographical position of a mobile device, use state of the art technology. But the technology behind the coordinates is really just an enabler for adoption – location based services are more of a product challenge. When they become easy and practical enough that they are really useful and sticky, they […]

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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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Twitter’s Fear of a Meta Platform

This week Twitter made clear its choice between (1) remaining a platform play, largely helping third party developers to be successful and taking a cut, or (2) becoming a destination site, owning end-users and monetizing via some combo of ads, virtual goods etc. Why did Twitter so abruptly move toward #2? On the surface, there […]

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How Intel Screwed Itself Out Of The iPad Revolution

Intel made a couple of strategic gaffes along the way to being left out of the Apple iPad: (1) exiting the ARM-based mobile CPU business entirely in 2006 (pre-iPhone) (2) assuming that PC technology would continue to extend lower & lower into mobile devices Here is a brief history: 2005: Mini coup for Intel – […]

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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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