The Enduring Apple TV Fantasy
We all want TV Done Right, free of the Soviet Era set-top box, UI and opaque contracts. We imagine Apple will put all the pieces together. But what’s desirable and “obvious” might not be so simple or...
View ArticleGoogle News: The Secret Sauce
A closer look at Google’s patent for its news retrieval algorithm reveals a greater than expected emphasis on quality over quantity. Can this bias stay reliable over time?
View ArticleApple Is Losing The War – Of Words
Besides its ads, Apple says very little, confident numbers will do the talking. This no longer works as others have seized the opportunity to drive the narrative.
View ArticleWhat If Apple Bought Intel?
Getting rid of Samsung as a processor supplier and, at the same time, capturing the crown jewel of the American semiconductor industry. How could Apple resist the temptation to solve its cash problem...
View ArticleWhy Google Will Crush Nielsen
Internet measurement techniques need a complete overhaul. New ways have emerged, potentially displacing older panel-based technologies. This will make it hard for incumbent players to stay in the game.
View ArticleApple Under Siege
Two years after Steve Jobs left us, Apple now wears Tim Cook’s imprint and, for all the doubt and perpetual doomsaying, seems to wear it well. One even comes to wonder if the Cassandras aren’t in fact...
View ArticleMicrosoft Mission Impossible
You’re Microsoft’s new CEO. How do you like staring at the abyss between two mutually exclusive ways of making money?
View ArticleiPhone 5S Surprises
This year, Tim Cook introduced the riskiest hardware/software combination since the original iPhone. The iPhone 5S wants to be more than just “new and improved”, it attempts to jump off the slope with...
View ArticleMisunderstanding Apple
We’ve come to expect analysts and pundits to misunderstand Apple. More puzzling is when Apple misunderstands itself.
View ArticleThe Rise Of AdBlock Reveals A Serious Problem In The Advertising Ecosystem
On grounds that it represents a major economic threat to their business, two groups of French publishers are considering a lawsuit against AdBlockPlus creator Eyeo GmbH. But the legal action misses a...
View ArticleThe Intel Enigma
Intel once turned down the opportunity to become the sole supplier of iPhone processors. Why haven’t they let go of their defocused search for the Next Big Thing and, instead, used All Means Necessary...
View ArticleThe New York Times Could Be Worth $19B Instead Of $2B
Some legacy media assets are vastly underestimated. Here are a few clues.
View Article40 Years Later, Apple Can Still Excite Us
Maturity doesn’t have to be boring. The 40-year old Apple doesn’t lack the challenges it needs, both external and internal, to stay interesting.
View ArticleThe Media Industry And The 'Make-Google-Pay' Fantasy
Within Google, some call into question the validity of helping the media industry. By lobbying the EU on the "link tax," publishers are waging a rearguard battle. It could backfire.
View ArticleIs Tesla Insane Or Clever?
Elon Musk makes it easy to dismiss his grandiose — unhinged, even — descriptions of his product plans. But if we look past the hyperbole, we see a serious threat for legacy automakers who don’t...
View Article