A very micro economic view of China
In past notes, I have mentioned that almost every conversation I have in China eventually turns to the subject of real estate. In my last visit, I compared it to […]
In past notes, I have mentioned that almost every conversation I have in China eventually turns to the subject of real estate. In my last visit, I compared it to […]
I have been traveling to China for years. And for the past decade every trip included a stop in Shenzhen, and every trip to Shenzhen has involved a visit to […]
I have been travelling a lot over the past two weeks visiting investors for my day job. In one of my last meetings, about five minutes into the conversation I […]
This post has been burning inside us for a long time. We should have written it a year ago, but other things intervened. In a previous post, we touched on […]
These are dark days for mobile advertising. Two years ago, the investor world could not get enough of mobile advertising. Millennial Media’s stock price almost doubled on its IPO. The […]
There must be a metric that defines the ratio of how important something is compared to how obscure it is. If this ratio is not named yet, I am claiming […]
So the big news tonight was Microsoft acquiring Nokia’s device business. There is plenty written on this already. So far the focus has been on Microsoft, but what about Nokia […]
So Microsoft finally pulled the trigger and is buying Nokia. Big. Risky. Bet. The blogosphere is crowded tonight, but I have been watching these two flirt for so long that […]
Last month we saw the major US carriers introduce a range of new device plans. The plans seemed to offer consumers the ability to upgrade to newer phones much more […]
HTC is reportedly working on a new operating system (OS), one that is specifically tailored to a Chinese audience. This is a smart strategic move for them, software is they […]