Why Semiconductor Development Matters

People have been admiring Apple’s recent stock price run—at the beginning of 2019 Apple hit a year low and has since skyrocketed 65% to its highest point in history. Reflecting on Apple’s strategy to get here, which I wrote about in 2015, I found this gem from John Gruber when he linked to my post […]

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On What We Are Doing Wrong

In April I wrote a post about startup capital efficiency, before the Uber IPO and WeWork debacle, that was at the top of Techmeme and Hacker News. It’s a worthwhile read for the simplicity of what I communicated at the time. The lesson and takeaway is though they don’t lead with it, investors do care […]

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On the Internet’s Next Act

The internet’s next major act will be augmented vision – smart glasses. Svelte, stylish, unnoticeably tech, and capable of delivering a new reality based on what is around you. Today, we are bound by a 6″ screen. Tomorrow, the internet will be all around us, absorbed visually – and invisibly – in ways that make […]

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On Startup Capital Efficiency

There are occasionally news events about a startup being acquired for around the money-in after raising large amounts of venture capital. One of the conversations around funding that isn’t really ever discussed much from my experience — and I even mean between founders and their investors — is the discussion of capital efficiency and the […]

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Making Trapdoor Decisions

A “trapdoor” function in cryptography is one that is easy to perform one way, but is difficult to apply in reverse efficiently. The analogy to a “trapdoor” is something like this: It’s easy to fall through a trapdoor, but it’s very hard to climb back out and get to where you started unless you have […]

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On Apple’s Insurmountable Platform Advantage

Since the iPhone 6s was released last month anyone who has used the device says it feels like magic. Apple – as a platform company – is so far above the competition it’s hard to fully grasp. There are reasons why pushing down on 3D Touch feels better than any device people have ever touched, […]

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First Brain Computing and the Mouse Cursor for the Physical World

We are quickly approaching an era where smartphones, watches and computers are extensions of us as human beings. They predict what we want to buy, when we should be hungry, what type of music we want to listen to, at what time. They even help cars navigate to where we stand, the driver simply a […]

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Estimote

In June of this year, I had one of those incredible experiences working in technology where you see or hear something and know that the world has changed. It happened while I was sitting in bed at home, watching Apple’s WWDC conference, having just finished the developer session on a new framework called iBeacon. Later […]

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Why Android First is a Myth

In mobile, particularly in consumer markets, there has been an ongoing debate about when or if Android will become the first platform that sophisticated startups develop for. Often times, this argument is wrongly centered around vanity metrics for Android such as worldwide shipments or installed base of each platform. The reality is that platform constraints […]

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How Apple iBeacon Will Transform Local Commerce

One fascinating benefit of today’s converged hardware / software platforms is how a new technology can be “turned on” via OS upgrades, allowing instant network effects at the platform and ecosystem level. Apple’s iBeacon is a model case for this and below are some thoughts on how new capabilities brought forth in iOS7 have the […]

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