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 […]
Category Archives: Mobile Web
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 […]
A quick look at King Digital’s Disappointing IPO
I am back in the swing of writing 500 words a day, and since I am a bit behind on that, I wanted to do some extra posts today as […]
What is a ‘device’? – A response to Stratechery
A few days ago I read a post on Stratechery. Since half the traffic to this site comes from its author Ben Thompson’s Tweets, you are probably familiar with the […]
MWC 2014: The Times they are Changing – Recap
Before the show, I posted that the nature of MWC has changed a lot over the years. This used to be a show solely focused on selling heavy iron networking […]
MWC 2014: Enterprise Mobility & The Fragmentosphere
The world of enterprise mobility continues to evolve quickly. Prior to the sow, the big news was VMWare’s acquisition of AirWatch. Fitting news, since the big news last year was […]
Will software eat MWC?
It became a running joke, a partially-funny metric. How long could you have a conversation at MWC without mentioning the $19 Billion Facebook acquisition of WhatsApp? If you made it […]
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. […]
The times, they are a changing: MWC Edition
As I type this, I am on a plane to Barcelona for Mobile World Congress (MWC). This is my eighth or ninth year of attendance. Not as long a history […]