POSTS IN Strategy

Consumer Web is Binary

Below I’ve listed the #1 and #2 companies in a sampling of consumer web markets. Facebook No #2 – Myspace effectively died. Google+ has been laughable. Tumblr No #2 – Posterous acquired & shut down (can count WordPress though blogging / microblogging had different origins and compete indirectly). Snapchat No #2 – FB Poke failed Google […]

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Chromecast and How Google Cracked the Code of Video

When Google launched Chromecast I assumed it was based on the open source version of Airplay. Seemed logical as a bunch of people are working on standardized cross-platform approaches to Airplay, and the Wifi chip supports these variants. But Chromecast is not using mirroring or Miracast or Wifi Direct. As others have reported, all data […]

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Google Voice and FaceTime – Why the Carriers Are Losing Their Voice

This post originally appeared on TechCrunch Lately it seems like there is endless news around messaging, VoIP and video calling. Apple recently announced they’d added FaceTime support for the Mac, and had shipped 19 million FaceTime-enabled iOS devices since June. Google Voice also made headlines last week for an outage, but I think the bigger news […]

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The Sexy Details of How the iPad and MacBook Will Hook Up

TechCrunk Link During the “Back to the Mac” event two weeks ago, Steve Jobs made a particularly witty remark as he unveiled the MacBook Air, one that made the audience chuckle in laughter: “We asked ourselves, what would happen if a MacBook and an iPad hooked up? Well, this is the result, we think it’s […]

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The Truth: Why iPhone Users Will Ditch AT&T and Run to Verizon

TechCrunch Link Last week we saw the carriers’ growth numbers for Q3 2010, and AT&T completely blew away Verizon with new subscribers. Despite mass availability of Android phones, Verizon only added 1 million subscribers in Q3, its lowest total in years. AT&T added 2.6 million. It’s now completely clear why Verizon has finally capitulated and […]

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Offline/Online Convergence, Mobile Commerce, and Life After Check-ins

TechCrunch link For years, offline merchants have been acquiring data about you in attempts to personalize your experience through loyalty and rewards cards, credit card data, and surveys. But the problem is these interactions occur after it’s too late: at the point of sale. You’ve already checked out and are leaving the store, or have […]

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Why Intel’s M&A Binge Will Fail – Buying Growth is Not a Strategy

TechCrunch Link Intel’s recent acquisition binge has been enormous—they’ve spent almost $10 billion in the past month on TI’s cable modem division, security software maker McAfee, and Infineon’s Wireless Solutions (WLS) business. At last week’s Intel Developer Forum, CEO Paul Otellini talked about this massive acquisition spree like it’s predestined to succeed. But if we […]

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Behind The Bidding War: The Real Reasons Why HP And Dell are So Desperate For 3Par

TechCrunch Link As I was writing this, news of the HP / Dell bidding war for 3PAR broke on the front page of Yahoo. This made me laugh, as it typified just how crazy this story has become—few things outside of a bidding war will make a storage acquisition sexy enough to make mainstream news. […]

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Apple Should Buy Infineon to Own Mobile And Screw Intel

Apple’s earnings and revenue growth in mobile have been awe-inspiring to witness. From zero presence three years ago, Apple is now the most profitable cell phone maker in the world. Apple’s success in this compressed period has helped it become an enormous buyer of components. In fact iSuppli projects that next year Apple will become […]

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The Only Real Solution to Apple’s Antenna Problem

TechCrunch Link Leading up to Apple’s press conference tomorrow, there’s been endless speculation about the iPhone 4 antenna issue. Amidst all the wrangling, both sides have been pretty bipolar about the solution’suggesting either a complete recall, or a hand-waiving session, free bumpers, and a general denial of the hardware issue. The best solution lies in […]

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