Benedict Evan’s latest post on Microsoft, IBM, and anti-trust is excellent. In it he argues (reminds us) that market power during one generation of tech, doesn’t necessarily guarantee market power in the next. And that anti-trust intervention isn’t actually responsible for Microsoft missing out on,… Read More
All posts tagged “mobile”
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10x the scale
Below is a chart from Benedict Evans comparing annual revenue from the Wintel era (Microsoft + Intel) to the current GAFA era (Google, Apple, Facebook, and Amazon). His argument is that, today, “the scale of tech winners” is about 10x what it was during the… Read More
More than just a coffee shop
Today’s blog post is coming to you live from Quantum Coffee at the corner of King and Spadina in Toronto. I’m sitting by the window (where I keep running into friends) in a beautiful space that used to be an ugly youth hostel. Nice work… Read More
16 mobile theses and how tech might change the built environment
https://500px.com/embed.js One of the things that I try and do here on this blog is examine the intersection of design, real estate, and technology. I didn’t explicitly set out to do that, but more and more I find myself thinking that way when I’m writing… Read More
Foursquare uses their global foot traffic data to accurately predict iPhone sales
I am a fan and long time user of Foursquare – now known as both Foursquare and Swarm. Foursquare has struggled against competitors such as Yelp.com when it comes to local business recommendations. And I have less than 100 friends on my Swarm. It doesn’t… Read More
Speed, price, and quality
“Project-triangle” by Cosmocatalano – Own work. Licensed under CC0 via Wikimedia Commons. When I was in business school, one of my friends – who runs his own agency – explained to me the Project Triangle and the “pick any two” philosophy. Whether you’re building a building… Read More
Marginal cost = 0
Earlier this week I wrote a post called: The pull from services to products. And in it I made mention of the fact that part of what’s driving this pull towards products is that the marginal cost of servicing additional users or customers is almost… Read More
Location-based social network Foursquare is unbundling
I’ve been a Foursquare user for a number of years now. I like seeing which friends are nearby and where I’ve been. I love the data aspect of it. It’s a kind of urban “spidey sense.” Sometimes when you “check-in”, the app will tell you… Read More
Shopping: offline vs. online
According to Sequoia Capital, Americans spent $4 trillion on retail shopping last year – 95% of which was still done in traditional brick-and-mortar stores. I’m actually a bit surprised by how high this number is. I would have thought that a larger percentage of people would… Read More
BRANDON DONNELLY 