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Tech-Thoughts

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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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One of the biggest announcements of CES was Dish Network's OTT TV service, coined Sling TV. The announcement created palpable excitement about the potential of unbundling the TV industry. In my opinion, Sling TV has potential but it isn't quite the disruption to TV that some have been hoping for.
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Expanding on the new questions facing the mobile industry. The biggest question is really how business models will evolve to monetize users with low purchasing power.
Benedict Evans recently wrote an insightful piece exploring new questions for the mobile industry. Among the 5 questions he brought up, I believe that the evolution of interaction models and messaging will end up being the most important. I don't have anything to add there as think Benedict's analysis here was excellent. However, I do think that three of his questions could benefit from deeper analysis. I also think that he may have missed a cruc...
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In their circles
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Have them in circles
393 people
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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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Analyse Asia Podcast: New Questions in Mobile, The Asia Edition
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...
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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Valuations are very useful tool to gain insight into a company's future (or at least what investors think that future might look like). As we begin 2015, let's look back at the some of the highest valuations in consumer tech services and attempt to understand their drivers.
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Messaging apps have the potential to disrupt traditional advertising mediums. Reactions from leading tech companies seems to validate this as well.
This week, I came across some interesting data on Kik that highlights the disruptive potential of messaging apps with respect to the advertising industry. At present, messaging apps are in early stages of becoming direct marketing channels for advertisers, and the engagement metrics show a clear trend.
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People
In their circles
27 people
Have them in circles
393 people
Julie G.Caldwell's profile photo
Gary XT's profile photo
Mike Barricelli's profile photo
yanir derchansky's profile photo
Cronos Group's profile photo
Alina Hriscu's profile photo
Mark Louie Meru's profile photo
Landon Lewnes's profile photo
Kenton Douglas'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.