Is China really outpacing the US in software?
There has been a lot of talk in the press lately about China’s rising technology capabilities. There was a recent New York Times exploration of China’s growing ambitions in AI, as […]
Category Archives: Strategy
esports: Where will the marketing dollars come from?
In our posts earlier in the year about esports (and here and here), we argued that esports have done a tremendous job of attracting viewers, but now the challenge is to […]
Welcoming Our Software Overlords
Not so long ago, we were working with a client. The CEO of the company had asked me to build some forecasting models for the company’s new business unit with […]
Hardware is not just hard, it is Expensive
Lately, it has become commonplace in the tech blogosphere to say that “Hardware is Hard“. There are a few reasons for the sudden prominence of this strand of commentary. Several […]
Faith in a Higher Power
There is this stereotype that the Tech Industry is populated entirely by atheists. There is the gag in the HBO series “Silicon Valley” where Erlich scolds someone that “Christianity is […]
Rush Hour Commute Attempts
Sometimes moving into the future brings us back to the past. We have been tinkering with some thoughts about autonomous cars and the future of automobile ownership for a few […]
Is Funding a Game Possible?
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 […]
How to invest in eSports other than buying a team
In our posts so far on eSports (and here and here), we have focused largely on investing in eSports through the eyes of parties looking to invest in teams. That […]
Shhh – don’t tell anyone, but the Bubble is over
We will be blunt. The Bubble is over. The days of easy money are over. We are not trying to be alarmist, nor are we predicting some gloom and doom […]
The Economist and I have a difference of opinions
I am a fan of the Economist magazine, so much so that I recently subscribed to receive print copies. My first issue arrived yesterday, and I was shocked to see […]
