Technology in the 1990s and early 2000s marched to the beat of an Intel-and-Microsoft-led drum. Intel would release new chips at a regular cadence: each cheaper, faster, and more energy efficient than the last. This would let Microsoft push out new, more performance-hungry software, which would, in turn, get customers to want Intel’s next, more […]
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In recent years, it’s been the opposite of controversial to say that the tech industry is in a bubble. The terrible recent stock market performance of once high-flying startups across virtually every industry (see table below) and the turmoil in the stock market stemming from low oil prices and concerns about the economies of countries like China and Brazil have raised fears that the […]
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Web vs Native
When Steve Jobs first launched the iPhone in 2007, Apple’s perception of where the smartphone application market would move was in the direction of web applications. The reasons for this are obvious: people are familiar with how to build web pages and applications, and it simplifies application delivery. Yet in under a year, Apple changed course, […]
This seems almost made for me: I’m into comic books. I do my own “corporate style” annual and quarterly reports to track how my finances and goals are going. And, I follow the biopharma industry. So, when I found out that a biotech company issued its latest annual report in the form of a comic book, I knew I had […]
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The Goal is Not Profitability
I’ve blogged before about how the economics of the venture industry affect how venture capitalists evaluate potential investments, the main conclusion of which is that VCs are really only interested in companies that could potentially IPO or sell for at least several hundred million dollars. One variation on that line of logic which I think startups/entrepreneurs […]
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Our Job is Not to Make Money
Let’s say you pitch a VC and you’ve got a coherent business plan and some thoughtful perspectives on how your business scales. Does that mean you get the venture capital investment that you so desire? Not necessarily. There could be many reasons for a rejection, but one that crops up a great deal is not […]
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Why Smartphones are a Big Deal
A cab driver the other day went off on me with a rant about how new smartphone users were all smug, arrogant gadget snobs for using phones that did more than just make phone calls. “Why you gotta need more than just the phone?”, he asked. While he was probably right on the money with […]
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Seed the Market
In my Introduction to Tech Strategy post, I mentioned that one of the most important aspects of the technology industry is the importance of ecosystem linkages. There are several ways to think about ecosystem linkages. The main linkages I mentioned in my previous post was influence over technology standards. But, there is another very important ecosystem effect […]
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Tech Strategy 101
Working on tech strategy consulting case for 18 months ingrains a thing or two in your head about strategy for tech companies, so I thought I’d lay out, in one blog post the major lessons I’ve learned about how strategy in the technology sector works. To understand that, it’s important to first understand what makes technology special? From […]
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Made in Taiwan
I’ve been on my current consulting case for about 3 months. It is a strategy case for a technology client. As a result, I’ve been able to do a great deal of work researching various technology markets and trends, ranging from the typical (Internet search) to the more esoteric (grid computing), as I help the […]