Recently, a friend of ours at the Haas School of Business asked us to review a case study he was preparing to analyze the poor level of profits that handset […]
Two of our favorite topics for posts lately have been about video games and venture capital funding cycles. In this post we are going to combine those two. Lately we have […]
This week we are publishing D2D Issue #22, reporting back from our trip to China. Drop us a line or send us an e-mail if you would like to be […]
I have had a few conversations last week about the future of Telecom Operators. It started when Benedict Evans trolling Twitter with this comment: Benedict Evans (@BenedictEvans) 2/1/16, 6:13 PM The […]
I think it is easy to forget how deeply embedded PCs are in the world. I was in a crowded San Francisco cafe last week in the middle of the […]
As a finance person working in technology, I have always been greatly intrigued by the idea of technical debt. This is the idea that as developers build technology products the […]
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.