POSTS IN Strategy

FaceTime and Why Apple’s Massive Integration Advantage is Just Beginning

This post originally appeared on TechCrunch. The success of iPhone 4 has been astonishing to witness, despite the antenna issues, proving once again that Apple has an unparalleled ability to differentiate around design and integration, not simply “features”. Perhaps the best example of this ever is FaceTime, Apple’s take on video-calling. FaceTime makes video-calling on […]

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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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Why Mobile Innovation is Blowing Away PCs

This post originally appeared on TechCrunch. On the heels of the latest Android phone, the Sprint HTC EVO, and as we approach iPhone 4, it seems like mobile devices and platforms are innovating at about five times the pace of personal computers. Rapid advancement in mobile is often attributed to the natural disruption by which […]

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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 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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