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Technology
US GDP figures, more on the US and EU vs China, and social media’s comeuppance
Daily newsletter post with thughts on the latest GDP numbers, a US-EU trade deal and the earnings numbers coming from social media companies
A few thoughts on the collapse of the Qualcomm-NXP deal
China just torpedoed a major global deal between two non-Chinese chipmakers. It is a signal of China's market power. Some thoughts below
Slowing growth at Facebook and the EU and the US vs China
Economic news yesterday was dominated by the Facebook revenue warning and an EU-US trade summit in Washington.
Earnings season, TMT consolidation and the threat of FAANG
The threat of technology is most acute in the TMT spaces because these are pure information industries where the Internet upends incumbent business models. So it is interesting to see how well the sector is doing during earnings season. In…
Cable companies now under competitive threat, beginning to hemorrhage customers
A new study just released by eMarketer projects that US cable companies will 33 million customers this year, up from a loss of 24.9 million a year ago.
The deflationary impact of the Internet on incumbent business models
The Internet is a destroyer of margins for incumbent business models based on an analogue world. Here's why.
Tesla: focus on the cash burn
The Amazon analogy I made last month really makes sense when talking about Tesla because we are nearing the end of this cycle. Now is the time to worry about cash flow because the potential for a sudden funding halt is increasing.
Amazon's…
The Internet as a disrupter on data, audio and video platforms
For disruption, data size matters. It matters in terms of data transfer and media streaming speeds. And it also matters in terms of storage capacity.
Suspension of disbelief is critical to process data
People have a bias toward belief. And in the virtual world where the Internet dominates news sources, this has big consequences.
The Internet is for data
Internet is for data. Aside from emailing people, the whole purpose of using the Internet is to sift through data and find the piece of data you want: the lowest price, the funniest video, the best movie. So a service provider, the more…