The China Branded OEMs
I spent a lot of time talking to the China handset OEMs once known as the Shanzhai. As I said in my last note, […]
A very micro economic view of China
In past notes, I have mentioned that almost every conversation I have in China eventually turns to the subject of real estate. In my last visit, I compared it to […]
Amusing China Incident #34789
I have been traveling to China for years. And for the past decade every trip included a stop in Shenzhen, and every trip to Shenzhen has involved a visit to […]
How profitable is AWS?
We have been traveling a lot over the past two weeks visiting investors for our day job. In one of our last meetings, about five minutes into the conversation we […]
Tonight We’re Gonna Party Like it’s 1999
This post has been burning inside us for a long time. We should have written it a year ago, but other things intervened. In a previous post, we touched on […]
Mobile Advertising: Myth or Miracle
These are dark days for mobile advertising. Two years ago, the investor world could not get enough of mobile advertising. Millennial Media’s stock price almost doubled on its IPO. The […]
Android ART – obscure, important and not really about modern art
There must be a metric that defines the ratio of how important something is compared to how obscure it is. If this ratio is not named yet, I am claiming […]
Nokia Networks: The Other Sister
So the big news tonight was Microsoft acquiring Nokia’s device business. There is plenty written on this already. So far the focus has been on Microsoft, but what about Nokia […]
In for a penny, in for the cow
So Microsoft finally pulled the trigger and is buying Nokia. Big. Risky. Bet. The blogosphere is crowded tonight, but I have been watching these two flirt for so long that […]
Beware of carriers bearing gifts
Last month we saw the major US carriers introduce a range of new device plans. The plans seemed to offer consumers the ability to upgrade to newer phones much more […]