Management teams can make bad decisions all on their own. The key is for management teams to be realistic with themselves about what their companies can achieve. Under-promise, over-deliver. That is the secret to having a healthy relationship with the stock market.
At what point does the hassle of managing all these connected devices outweigh the benefits of having a ‘smart home’? Someone is going to need to simplify it all. You will know when we have arrived when no one uses the term “Educating the Consumer” when discussing their IoT strategy.
I have gotten a fair amount of feedback on my notes from earlier in the week. I am poking holes in a lot of growth stories, which has provoked a […]
In my continuing series of listicles, I wanted to follow up my note from last week about the acquirors in semis, with a piece today on the likely targets. The […]
Download D2D #13 Here This report is my attempt to lay down some boundaries about what the “Internet of Things” (IoT) is going to look like. There are some wild […]
Yesterday, Avago announced it was going to acquire Broadcom. These are both big companies, and their combination puts them squarely into the top five of global chip companies. As I mentioned in […]
When capital is cheap, as it is today, it can be very hard to determine if a business is burning cash because it is ‘investing’ so heavily or if it is stuck in an market with unsustainable economics.
In my previous post, I skipped a step and made some guesses about how a slowdown in venture funding could ripple through the industry. Is such a slowdown likely? I […]
This post is not about Bubbles, or the popping of Bubbles. If that were the subject, I would have to spend the first few hundred words arguing why I think […]
I had an odd conversation recently. Speaking to a friend at Qualcomm, he said that the management team there was really worried about Jana Partners’ activist attack on the company. […]