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Sympathy for the Desktop – Playing PC Advocate

I think it is easy to forget how deeply embedded PCs are in the world.  I was in a crowded San Francisco cafe last week in the middle of the day. Every one of the fifty-odd seats in the place was...

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The Sci-Fi Vision of Telecom Operators

I have had a few conversations last week about the future of Telecom Operators. It started when Benedict Evans trolling Twitter with this comment: Benedict Evans (@BenedictEvans) 2/1/16, 6:13 PM The...

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D2D Report Preview

This week we are publishing D2D Issue #22, reporting back from our trip to China. Drop us a line or send us an e-mail if you would like to be added to distribution for the full report. Below are some...

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Is Funding a Game Possible?

Two of our favorite topics for posts lately have been about video games and venture capital funding cycles. In this post we are going to combine those two. Lately we have taken to pointing out...

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This is why we can’t have nice things

Recently, a friend of ours at the Haas School of Business asked us to review a case study he was preparing to analyze the poor level of profits that handset makers suffer. As we worked through the...

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Mac on ARM – a few thoughts from the trenches

A lot of smart people are saying that Apple is going to announce its own CPUs at their upcoming WWDC Developer Conference. Having spent many years working to build support for an ARM-based CPU, we...

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Anarchy in the OS – Revisited

The definition of a ‘computer’ continues to shapeshift. In the future, the term will become almost meaningless as highly powerful information machines get ever-deeper embedded in the fabric of our...

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Edge gaming components

Edge gaming is very much a platform business, meaning it takes a village to be successful, a whole ecosystem. As such this is not for everyone. By our count there are eight companies with some of the...

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The Handset Industry is a Flat Circle

LG, once the third largest mobile phone maker, has announced that it is exiting the business. This news is not surprising, they have been losing money for years, but it is a good opportunity to review...

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Google Stadia RIP

Last week, Google announced it was shutting down its gaming service Stadia. This came as a surprise to approximately no one. Google had already deprecated the service, but the company still drew a lot...

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