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We take on the future of TV again, given the developments and experiments hitting the news. Hanging in the air like a big matzah ball is the question of a catalyst to bring long form video to the age of software. Not…
On assessing demand from “supplier checks”; measuring headroom and the race to a billion users; the disruption of computing becoming accepted by PC industry. via 5by5 | The Critical Path #71: Max Headroom.
Over-serving TVs, bizarre keynotes, iPhone “mini”, cracking the China code, the T-Mobile iPhone and the iPhone operator deal structure. via 5by5 | The Critical Path #70: Harvesting Talent. This was a good show. It also…
A discussion on a forthcoming blog post titled “The Last Feature Phone”. Also why stock markets are intractable: the problem with understanding the motivation of buyers and sellers of equities, especially those who act…
Announcing a new 5by5 podcast: High Density. In the first episode I interview Glenn Fleishman and talk about what it takes to be on Jeopardy (and how to win.) We also go on a journey into the lore and charm of The…
A review of RIM’s latest service pricing surprise; what do maps cost and what are they worth and the way to think about Google as a business. via 5by5 | The Critical Path #68: On Very Large Scale Integrated Companies.
On Samsung’s use of Capital, Value Chain Evolution and Below the Surface. Why would you read the balance sheet of a tech company, the difference between R&D and capital spending, how to prevent suppliers becoming…
[The following is a post written by James Allworth. James is the co-author of How Will You Measure Your Life?. He has worked as a Fellow at the Forum for Growth and Innovation at Harvard Business School, at Apple, and…
John Sculley: “I think they’re going through a very significant change now in terms of product cycles,” Sculley explains. “Traditionally Apple introduces products once a year; now it’s really introducing products twice a…
An update on Asymconf California, a discussion of engagement and why Android does not get enough of it, why Amazon likes giving away Fires and the causal hypothesis of Samsung’s success in smartphones. That plus…