marketstrategy


What Steve Jobs Wouldn’t Have Done – stratechery by Ben Thompson

What Steve Jobs Wouldn’t Have Done – stratechery by Ben Thompson Ben Thompson looks at the change that others have noted in Apple after Monday’s keynote. His take is that Apple, under Jobs, had a healthy fear of 1997 – the year they were 30 days away from missing payroll and had to get bailed […]


Apple agrees to buy Beats for $3 billion; adds music veterans Iovine, Dr. Dre to staff $AAPL

Apple agrees to buy Beats for $3 billion; adds music veterans Iovine, Dr. Dre to staff $AAPL The rumor is now official. However, there’s still a lot of puzzling pieces here: Is Apple moving away from it’s “One P&L to rule them all” strategy if it operates Beats as a completely separate brand? Apple is […]


Dependent on Digital Whales – stratechery by Ben Thompson

Dependent on Digital Whales – stratechery by Ben Thompson Ben Thompson looks at Facebook and their announcement from the F8 conference held recently. Facebook is getting very good at targeting ads for apps and finding the right people to make them profitable for developers. The downside is that this is overwhelmingly working for free-to-play games, […]


furbo.org · Wearing Apple

furbo.org · Wearing Apple While his conclusion seems wrong, the basic argument against a “IWatch” present here by Craig Hockenberry seems pretty cogent. Fashion and personal taste are so integral to a watch it’s hard to see anything being mass market and broadly successful. Name a watch company that only has one or two watches […]


Neither Microsoft, Nokia, nor anyone else should fork Android. It’s unforkable.

Neither Microsoft, Nokia, nor anyone else should fork Android. It’s unforkable. Extremely detailed article on exactly what options exist for Microsoft (or anyone else) to fork Android – and why all of them are probably a bad idea for Microsoft. 


Google’s New Business Model – stratēchery by Ben Thompson

Google’s New Business Model – stratēchery by Ben Thompson There’s been a theme emerging with Google’s acquisition of Nest last week that this represents Google becoming more serious about the consumer device space. Ben Thompson illustrates why that might be and what benefits it has for Google. One thing is for sure, in acquiring Nest […]


When will smartphones saturate?

When will smartphones saturate? Horace Dediu has been doing some interesting work with logistic growth functions and forecasting smartphone adoption rates. He continues that here, applying the data to not only the US market, but also the global market. And he reminds us that the North American smartphone market is only 11% of the global […]


Bundling and Pricing Innovation

Bundling and Pricing Innovation Horace Dediu on the aforementioned suggestion that smartphone subsidies will go away. His take is that carriers are unlikely to find real “unbundled” alternatives that they would like – that the demands of building and maintaining the networks will drive their need to stabilize the relationship with the customer, which drives […]