Profile

Cover photo
388 followers|36,159 views
AboutPostsPhotosVideos

Stream

Tech-Thoughts

Shared publicly  - 
 
Pokemon Go and the Physical Web
My last post on Pokemon Go focused on underlying business model innovation  -- specifically, Niantic's location-based APIs and the potential of sponsored locations as a lucrative revenue stream. The scale of Pokemon Go's unprecedented success has already ma...
My last post on Pokemon Go focused on underlying business model innovation -- specifically, Niantic's location-based APIs and the potential of sponsored locations as a lucrative revenue stream. The scale of Pokemon Go's unprecedented success has already made this a reality as its upcoming launch in Japan will see all 3000+ McDonalds outlets in the country become sponsored in-game "PokeGyms". The significance of this event cannot be overstated -- ...
1
Add a comment...

Tech-Thoughts

Shared publicly  - 
 
Google vs. Apple: Contrasting Approaches to App Store Evolution
This year, Google I/O and WWDC seemed to lack
the excitement seen in years past with most announcements being fairly mundane
-- a combination of maintenance/incremental updates and "me-too"
products -- inevitable at this point in the maturity cycle. The mos...
1
Add a comment...

Tech-Thoughts

Shared publicly  - 
 
Chatbots, Apps and the Path to Victory
This week, Facebook opened up their long awaited bot platform within Messenger following similar moves from LINE , Telegram and Kik . It almost seems as though bots have peaked on the "Hype cycle" in just a few short weeks since they entered mainstream disc...
1
Add a comment...

Tech-Thoughts

Shared publicly  - 
 
iPhone Headwinds
Apple's stock has been battered over the past year due to fears about iPhone unit sales growth. Yesterday's fiscal Q1 2016 results finally give us some data to understand how realistic these fears are. Apple reported iPhone shipments of 74.8 million units i...
Apple's stock has been battered over the past year due to fears about iPhone unit sales growth. Yesterday's fiscal Q1 2016 results finally give us some data to understand how realistic these fears are. Apple reported iPhone shipments of 74.8 million units in the quarter, growing marginally over fiscal Q1 2015. However, Apple also increased iPhone channel inventory by 3.3 million over the quarter compared to a decline of 0.2 million in the same qu...
1
Add a comment...

Tech-Thoughts

Shared publicly  - 
 
The State of Wearables
I have been skeptical about the mass market potential of wrist-worn wearables ever since Google unveiled Android Wear in 2014. Since then, we have seen a number of high profile smartwatch launches, including the Apple Watch and the recent Fitbit Blaze (whic...
I have been skeptical about the mass market potential of wrist-worn wearables ever since Google unveiled Android Wear in 2014. Since then, we have seen a number of high profile smartwatch launches, including the Apple Watch and the recent Fitbit Blaze (which was greeted with an 18% decline in FitBit's stock price). However, the hunt for a killer app continues and I have yet to come across a relevant use case for mass market users. Benchmarking th...
1
Add a comment...

Tech-Thoughts

Shared publicly  - 
 
Analyse Asia Podcast: The Five Major Events in Asia 2015
In part 1 of our year-end episode, we discuss five major events in Asia that occurred in 2015: (a) the
surge of venture capital financing in Asia and its implications, (b) SoftBank’s
Pepper with Alibaba and Foxconn, (c) the Nintendo-DeNA deal, (d) Xiaomi’s
...
In part 1 of our year-end episode, we discuss five major events in Asia that occurred in 2015: (a) the surge of venture capital financing in Asia and its implications, (b) SoftBank’s Pepper with Alibaba and Foxconn, (c) the Nintendo-DeNA deal, (d) Xiaomi’s challenging year and (e) global recognition of Wechat’s messaging platform. We also added a short discussion on the upcoming dawn of self-driving cars and examine its implications for on-demand...
1
Add a comment...
In their circles
25 people
Have them in circles
388 people
Katherine Ollis's profile photo
CandyCrush Hack's profile photo
Will Decay's profile photo
Gurvinder Singh Kular's profile photo
Debra Guillen's profile photo
Piers Scott's profile photo
Stanley Pai's profile photo
Shrikant Narasimhan's profile photo
Kiran kanth's profile photo

Tech-Thoughts

Shared publicly  - 
 
Pokemon Go and Business Model Innovation
After months of hype, Pokemon Go finally began rolling out in a few countries this week. At this point, I can safely say, it has turned out to be one of the biggest viral hits in recent years. While the Pokemon IP played a significant role in the game's qui...
After months of hype, Pokemon Go finally began rolling out in a few countries this week. At this point, I can safely say, it has turned out to be one of the biggest viral hits in recent years. While the Pokemon IP played a significant role in the game's quick uptake, I believe that Pokemon Go's status as the first accessible augmented reality game at scale will be much more important to its long-term success. There are multiple elements of busine...
1
Add a comment...

Tech-Thoughts

Shared publicly  - 
 
Analyse Asia Podcast Part 2: Apple in Asia and Autonomous Cars
Continuing our discussion from the last episode, we analyzed
Apple’s Q1 2016 earnings and challenged the notion whether Apple’s Asia (India
and China) and their rumored car strategy will revitalize growth. Through the
lens of the Apple rumored car, we dived...
Continuing our discussion from the last episode, we analyzed Apple’s Q1 2016 earnings and challenged the notion whether Apple’s Asia (India and China) and their rumored car strategy will revitalize growth. Through the lens of the Apple rumored car, we dived deeper into a conversation on artificial intelligence & autonomous vehicles.
1
Add a comment...

Tech-Thoughts

Shared publicly  - 
 
Apple Pay was introduced 18 months ago to rave reviews from the press and technology analysts. It was billed as an example of "mobile payments done right" -- simple, intuitive and painless. And yet, its impact has been muted at best, even in key western markets. According to a recent survey, 80% of iPhone 6 users had never used the service and just 3% used it regularly. Customer satisfaction among Apple Pay users remains high, but word-of-mouth a...
2
Add a comment...

Tech-Thoughts

Shared publicly  - 
 
Last week, I came across an interesting piece by Jan Dawson about self-driving cars. In it, he argued that Tesla's (and possibly Apple's) approach of incremental improvements in automation was vastly superior to Google's goal of achieving full automation. His primary argument is that consumers need to purchase and experience semi-autonomous vehicles before they can trust the technology enough to purchase fully autonomous vehicles (especially give...
1
Add a comment...

Tech-Thoughts

Shared publicly  - 
 
In the part 2 of our year-end podcast, we build on our earlier conversation about five major events that rocked Asia in 2015 and make our predictions for 2016: (a) Consolidation of on-demand cab hailing apps, (b) Robots (like Softbank's Pepper) target businesses before moving on to the consumer market while value flows to data / artificial intelligence, (c) Nintendo faces innovator's dilemma, (d) Xiaomi's expansion and (e) Facebook hits a wall in...
1
Add a comment...

Tech-Thoughts

Shared publicly  - 
 
Google made some interesting announcements yesterday that could have a profound impact on the existing app interaction model and even how we think of apps. Google search now has the ability to search for app-only content, an outcome of Google's app indexing efforts over the past two years. More importantly, Google announced an experimental program to "stream" a limited set of apps directly from the Google app. This appears to be an attempt to mak...
1
Add a comment...
People
In their circles
25 people
Have them in circles
388 people
Katherine Ollis's profile photo
CandyCrush Hack's profile photo
Will Decay's profile photo
Gurvinder Singh Kular's profile photo
Debra Guillen's profile photo
Piers Scott's profile photo
Stanley Pai's profile photo
Shrikant Narasimhan's profile photo
Kiran kanth's profile photo
Story
Tagline
An analyst's perspective of the mobile industry
Introduction
Tech-Thoughts is an analysis of the continuing evolution of mobile platforms, with emphasis on Apple, Android & Microsoft.