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Tag Archives: facebook

Rumble on the Open RAN Boulevard

July 18, 2023by D/D Advisors Leave a comment

Ericsson may or may not be attempting to fragment the Open RAN project. Meanwhile, Facebook has made a generous contribution to the project, which makes them look like the only sober person in the diver bar when the fight breaks out.

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Networking, Strategy, The Edge, Wireless

Post Vision Pro, What Does Everyone Else Do?

June 7, 2023by D/D Advisors Leave a comment

Apple just raised the stakes for VR. Absent Meta developing their own VR OS, the best case for the market is smartphones where Apple has all the profits. The worst case is the tablet market where Apple has all the profits AND all the volume.

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Apple, AR & VR, Strategy

Roll Your Own Adventure

August 25, 2021by D/D Advisors 2 Comments

Roll Your Own Adventure – Semis companies are trading at all-time high valuations, but there is an ocean of competitors out there, including some of the biggest customer for those chips. Fun times.

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Components, Silicon

The times, they are a changing: MWC Edition

February 25, 2014by D/D Advisors 1 Comment

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 […]

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App Economy, Appconomy, Mobile Web, The Valley

What does WhatsApp say about Facebook?

February 20, 2014by D/D Advisors 1 Comment

Last night I stumbled on a very interesting topic. I was hoping to publish that today, but the news cycle overtook me. The big news today was Facebook’s announced acquisition […]

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App Economy, Appconomy, Mobile Web, The Valley

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