Why the Cloud is Critical to Apple’s TV Strategy

It’s rumored once again Apple’s next bold move is in the living room. We’ve heard this for years, but now the scoop is Apple will redesign Apple TV around iOS (think iPhone without a screen). This makes sense, since iOS and the A4 have all the processing and HD graphics power needed for HDTV. But […]

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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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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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Creative Customer Acquisition – Forget about Social Media

David Skok of Matrix Partners recently wrote an outstanding post about the importance of metrics in the SaaS world. Two of his biggest points were about customer acquisition costs and churn—and how critical these are to the sustainability of SaaS businesses. David is right. And beyond SaaS, all corporations – from Starbucks to Walmart – […]

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Why Your Cell Service REALLY Sucks

The above chart is a great depiction of why your wireless experience really sucks. Here are some stats: Mobile traffic is currently doubling every 9 months New capacity growth is only about 20% per year 3% of users represent about 40% of data usage The operators (AT&T, Verizon, Sprint…) entered a completely new usage paradigm […]

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Why Google Broadband Finally Makes Sense

  Yesterday Google declared it was getting in to the broadband market. As Chris Dixon pointed out, this was about the fourth time. What’s different this time and are they really going to do it? I don’t think the timing of their announcement is coincidental. Recently there have been significant developments with respect to the […]

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The Ultimate Killer App – Mobility

Since the web began people have been talking about the next “killer app”. This refers to new / innovative user experiences (usually which didn’t exist in the non-web world). For example, Skype video calling has been referred to as a killer app. A lot of killer apps suffer when the user is stationary or tied […]

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The Fat Dumb Pipe – Why Comcast Needs NBC

To understand Comcast’s motivations for acquiring NBC, we need to understand the economics of the traditional TV model, along with how internet-delivered video is disrupting the cable companies’ incumbency advantage. The term “pipe” refers to the cable running into your house – think of it as a water pipe, only carrying television and broadband internet. […]

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