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 […]
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 […]
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 […]
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 […]
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 […]
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 […]
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 […]
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 […]
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 […]
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. […]
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 […]