There are now close to 2bn smartphones on earth. How to ecosystem dynamics work at this scale? What kind of market share matters? It looks like the winner-takes-all dynamics are different, and seems clear that both Apple and Google have sustainable positions.
Read MorePresentation and video at GE's 'Minds + Machines' event in New York, talking about what GE calls 'the industrial internet'. Pretty much every single piece of machinery in the industrial capital base will have some sort of sensor or network connection. It seems clear that this will change things just as much as much as PCs and enterprise software did in the past.
Read MoreMessaging apps have changed almost everything on smartphones - it looks like voice will come next, reshaping how we speak to people in the same way as WhatsApp and Facebook changed how we write to them.
Read MoreHow should we think about smart watches? What happens to a tech product when delight is more important than specifications? Why would you want one?
Read MoreAmazon is a bundle - it’s hundreds of separate businesses, all running on the same common internal platforms. The big, established ones are highly profitable, but Amazon chooses to reinvest those profits into new businesses, so that reported net income for the company overall looks low. This masks the underlying success of the business model.
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