5G is Here!* Right?
5G is Here!* Right? – Apple has launched a mmWave phone, but we think it will be several years before mmWave networks get to the point that it becomes interesting to most consumers
Category Archives: Mobile Web
Anarchy in the OS – Revisited
Anarchy in the OS – Revisited – The way we think of computers has changed. The days of compatibility and common operating systems are over. Low cost hardware and bandwidth will fragment the way we think of computers until they largely disappear.
Edge Data Center. Huh. What is it good for?
There is a lot of discussion lately about “Edge Data Centers”. It is one of those topics that crosses all sorts of boundaries and pops up in conversation in a […]
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.
Sympathy for the Desktop – Playing PC Advocate
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 […]
Qualcomm in China – Some Signs of Progress
I recently had the chance to catch up with a few contacts from China who think the end is in sight for Qualcomm’s troubles with the government, but timing is uncertain and will likely result in a reduction in royalty rates.
BABA: Portfolio Manager Summary
Alibaba is a bet on the growth of commerce in China, not just online commerce but a broad definition of commercial activity. Alibaba is now deeply entrenched in China’s business future. […]
The 3 Roles of Alibaba
Alibaba has a lot going on. Parsing through its S-1 is not an easy task. But I have begun to view the company playing three different roles: Alibaba as a […]
Launching “Coverage” of Alibaba
Over the next few days I will lay out some of my thoughts on Alibaba. I have been reading through their S-1 filings since they became available and a few […]
Talking my book on Amazon
Amazon reported disappointing results on Thursday, knocking almost 10% off the stock on Friday. I think the company still has a lot going for it, and that this reaction is […]
