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Tech-Thoughts

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Digital and mobile business models are a tricky beast. Many refer to them and analyze them, but few truly understand them. This is because successful business models in the digital era are markedly different from from the simple, direct, "make and sell" models prevalent (for now) in most consumer industries. This is why some very smart people who have studied and worked with direct business models tend to falter in digital and on mobile.
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Live broadcasting apps are features, not full fledged products. But they need to be built on complementary social platforms.
Over the past couple of months, the tech world has become fascinated with live video broadcasts. Meerkat was the new live broadcast sensation until Twitter acquired and re-launched a competing app, Periscope. Since then, some tech observers have devoted themselves to tracking every detail of the competition between them. In my opinion, there are other facets here that may be far more interesting.
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In this episode, we discuss the following topics: Apple Watch in Asia. Who's buying it? Why is there no smartwatch market? Understanding the luxury business from the perspective of Apple and LVMH. The problem with Apple competing with Tag Heuer in a luxury watch market.
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Understanding the Potential of Watch Apps
I have been a bit of a wearables skeptic ever since Android Wear was unveiled at Google I/O last year. Following that, Apple's original announcement of the Apple Watch just added to my list of questions  about the category. Hoping to find some answers, I wa...
I have been a bit of a wearables skeptic ever since Android Wear was unveiled at Google I/O last year. Following that, Apple's original announcement of the Apple Watch just added to my list of questions about the category. Hoping to find some answers, I watched yesterday's Apple Watch keynote with great interest. Curiously, what I found were more questions.
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A few months ago, I wrote a post comparing the early sales of smartwatches to those of tablets and modern smartphones (early iPhone and Android models). As I expected, the numbers didn't bode well for smartwatches. Now that we have another year's worth of data to play with (from Canalys this ...
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Microsoft looks interesting again.
Microsoft made some long expected announcements today -- the return of the start menu, one version of Windows 10 across all devices and an attempt to make Windows apps work across those same devices. Unfortunately, the limited overlap between Windows PC developers and mobile developers makes the latter a weak proposition. On the other hand, Microsoft's HoloLens headset may have some potential.
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Tech-Thoughts

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Benchmarking the Apple Watch Launch
Now that the Apple Watch's launch is behind us, we may finally have the opportunity to study its (early) impact. The lack of data certainly poses a challenge as Apple has declined to reveal sales figures of its new wearable. However, there are public resour...
Now that the Apple Watch's launch is behind us, we may finally have the opportunity to study its (early) impact. The lack of data certainly poses a challenge as Apple has declined to reveal sales figures of its new wearable. However, there are public resources, notably Google Trends, that could give us some measure of insight about how this launch compared to those of the iPhone and iPad. While Google search volumes may not necessarily reflect re...
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Meerkat vs. Periscope: Features, Not Products
Over the past couple of months, the tech world has become fascinated with live video broadcasts. Meerkat was the new live broadcast sensation until Twitter acquired and re-launched a competing app, Periscope. Since then, some tech observers have devoted the...
Over the past couple of months, the tech world has become fascinated with live video broadcasts. Meerkat was the new live broadcast sensation until Twitter acquired and re-launched a competing app, Periscope. Since then, some tech observers have devoted themselves to tracking every detail of the competition between them. In my opinion, there are other facets here that may be far more interesting.
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I have been a bit of a wearables skeptic ever since Android Wear was unveiled at Google I/O last year. Following that, Apple's original announcement of the Apple Watch just added to my list of questions about the category. Hoping to find some answers, I watched yesterday's Apple Watch keynote with great interest. Curiously, what I found were more questions.
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Google, Mobile and the Next Billion
The change in Google's narrative over the past few months has been very interesting to watch. The recent " Peak Google " proclamations remind me of Facebook's post-IPO narrative in 2012. Conventional wisdom back then was that Facebook's decline was imminent...
The change in Google's narrative over the past few months has been very interesting to watch. The recent "Peak Google" proclamations remind me of Facebook's post-IPO narrative in 2012. Conventional wisdom back then was that Facebook's decline was imminent as mobile was not a meaningful part of their revenue. Of course, Facebook's app install ads and other mobile initiatives disproved that narrative in short order.
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The Next Phase of Search
Last week, Google announced that it would integrate third party apps into Google Now. While this may seem like just another update to Google's contextual search offering, it has the potential to deeply influence interaction models and app discovery in the m...
Last week, Google announced that it would integrate third party apps into Google Now. While this may seem like just another update to Google's contextual search offering, it has the potential to deeply influence interaction models and app discovery in the mobile age. But in order to understand its potential, we first need to understand how search evolved on the web.
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In this episode, we discuss the following topics: New Questions in Mobile by Ben Evans with different perspectives in Asia from Sameer Singh & Bernard Leong. Uber and Google and Uber's recent troubles in India and South Korea. Xiaomi's revenues, pricing vs. engagement and recent funding of $1 ...
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People
In their circles
27 people
Have them in circles
392 people
Case Dealz (Casedealz)'s profile photo
Doug Ackmann's profile photo
Omega XL's profile photo
Joyce Raymond's profile photo
Elizabeth Thomas's profile photo
Mark Louie Meru's profile photo
Julie G.Caldwell's profile photo
Saver Sara's profile photo
Josh Price's profile photo
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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.