Duct Tape and Data Centers
Duct Tape and 5G – Could Huawei use old, unencumbered technology to build its own data centers? It is possible, but highly impractical.
Category Archives: Google
Hardware for the Edge
Edge Computing could be a sizable market for some companies. However, it does not need fancy new technologies or hardware so much as it needs solutions tailored to specific use cases and industries.
This is why we can’t have nice things
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 […]
Gaming – Networking becomes a competitive advantage
We attended the Game Developers (GDC) conference this week. The Google Stadia announcement, in particular, really resonated with us, and we detail the importance of that below. For anyone who […]
AI Chips: The Next (maybe Last) Semis Frontier
The market for AI chips is putting new strain on the large chip companies, who have so far been largely absent from the market.
Why is no one investing in games?
Traditional ventures have some good reasons for shunning investing in games, but that leaves a big blind spot for someone else to fill.
IoT in the Home – You’ll know we’ve have arrived when no one uses the term “Educating the Consumer”
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.
Who Should Attend MWC?
How to approach Mobile World Congress? As I mentioned in my last post, I am now preparing for my trip to Mobile World Congress (MWC) in Barcelona in two weeks. […]
MWC 2014: Mobile OS Entering the Stasis Field
I have will be e-mailing out my full note from Mobile World Congress over the weekend, below is one piece from that longer note. I will post the rest of […]
Turning to China – The Conglomeratization of US Internet Companies
There has been a ton of coverage on the Facebook/WhatsApp deal. I have read only a small portion of it, but I would classify much of the reaction as stunned silence. […]
