Business
The Kindle: Dead, Deadly, and Dominant
Just before the launch of the iPad, I ventured the safe prediction that Amazon’s ebook reader, the Kindle, was kindling. It was doomed to be crushed by Apple’s reactionary, if magical, iPad. As hardware, the Kindle is history, but as software it is brilliant, with enduring advantages over Apple’s iBook. During the last four months, Amazon has [...]
Visa, Mastercard, or iPhone?
Google and Apple will soon compete with Visa and Mastercard to process your payments in stores, restaurants, and online. Both companies will be pulled into payment processing because both have built two valuable networks: one of developers who build apps, the other of consumers who buy them. But the developer network has diminishing returns, whereas [...]
Celebrating Cheap Crap from Africa
For reasons best known to her, my loving wife decided to wear a white skirt to our Fourth of July barbecue. But it was not the charred remains of salmon, beef, or tofu that did the skirt in. Before our guests had arrived, she noticed a blue stain spreading across her dress like the sky [...]
"Remember: Your Mother Owns a Bank"
The Jamkid and I caught Muhammad Yunus at the Commonwealth Club in San Francisco this afternoon. Yunus is the Bangladeshi banker who received the 2006 Nobel Peace Prize for pioneering microcredit loans to women. He also serves as the godfather of social enterpreneurship – the fashionable and laudable notion that many social causes are best organized [...]
Holy Cow Batman! Facebook just stole our Internet!
TechCrunch just reported that Facebook has taken control of the Internet. Huh? What is the fuss about? Well, Facebook announced today a plan to reshape the Internet as profoundly as Apple is reshaping mobile computing. They today published a social software platform called the Open Graph. Founder Mark Zuckerberg called it “the most transformative thing we’ve ever done for the web”. He [...]
The Empire Strikes Back: iPhone 4.0
In one year Apple and Google have gone from allies to antagonists to epic combatants. The contest is really just beginning — and it is shaping up as a replay of the battle fought 30 years ago between Apple and Microsoft. At today's release of iPhone OS 4.0, Steve Jobs took a swipe at Amazon, Adobe, Microsoft, [...]
The People's Republic of Apple
Apple, Google, and Microsoft are the three most important technology companies in the world and they now mirror the world's three most important economies. Apple is China, booming but autocratic. Microsoft is Europe, wealthy, stagnant, and declining. Google is the USA, an immature but powerful force for freedom prone to arrogance and to fighting too many wars at [...]
How Amazon Can Compete with Apple
At the moment, Amazon's best selling Kindle is the king of the eBook readers. But the impending launch of Apple's iPad means that unless Amazon changes its direction and its mindset, the Kindle is kindling. Amazon CEO Jeff Bezos has a tough habit to break. It started when he built the Kindle and he deliberately [...]
Why the iPad Matters — even if you are already sick of it.
The PR was stunning, the product impressive, and the strategy tiresome. Apple stoked rumors of a dreamy tablet for either two years old or thirteen, depending on how you count. For six months, the leading tech blogs have been quivering with speculation about the "Jesus tablet". One blog, Gizmodo, offered $100,000 cash for an hour [...]
Atul Gawande: America's Doctor
Who is Atul Gawande and why is he having a bigger impact on your life than any physician in America who is not treating you?Gawwande is a cancer surgeon in Boston. A Rhodes Scholar and the recipient of a MacArthur "genius grant", he trained at Harvard, and Stanford and grabbed a Masters in Public Health [...]
The Great Sell-out.
It's Oaklandish — the great liberal caterwauling about the death of the public option and the claims that Obama has sold out to big insurance and pharma. To humiliate a liberal, film this stuff and replay it in ten years.If this is a sell-out, count me a buyer. Last night's Senate deal killed Harry Reid's [...]
The Death of the Desktop?
Google today revealed details of its operating system: Chrome OS. There is a reason that they named their operating system after their browser: their operating system IS a browser. Your computer boots in seconds and up comes a browser. Take more than a cursory look at Chrome OS and you realize that Google is offering [...]
The Apple Squeeze
Have your noticed that Apple is getting squeezed? Consider these recent developments: 1. With Windows 7, Microsoft has substantially closed the performance gap with the Mac OS, thus quietly removing the major reason to switch to a Mac. Both professional reviews and personal experience confirm that with Windows 7, Microsoft got it right. In a [...]
US Newspapers in a Free Fall
Today the Audit Bureau of Circulations released weekday circulation numbers for the top 25 daily newspapers in the U.S. The graph below shows changes in circulation during the past six months. These numbers are not simply awful — they represent the total collapse of the newspaper business. Only the Wall St. Journal added any subscribers [...]
Billionaire Amazon CEO works in his own warehouse.
He looks like a leprechaun and laughs like a hyena, but do not ever underestimate Amazon founder and CEO Jeff Bezos. Back in 2006, Amazon accounted for 5.1% of all online sales. Now it accounts for 6% and it's cash flow more than doubled. The company ranks 8th in the Fortune 500 for ten year [...]
Economic Collapse: Understanding the Triple Whammy
We are in the middle of three economic crises. Although it would be preferable to handle and attack of food poisoning, a vicious cold, and the flu separately, we got all three at the same time. The patient is feverish, heaving, and has not yet seen the worst of it.They are related economic diseases, but [...]
Terrible Tuesday (Revised)
It is not easy to lose control of your central economic initiative (the stimulus) and compromise your central domestic initiative (health care) in one day. Obama ended up declaring that he had "screwed up" before the central thesis of his administration (change we can believe in) went down with it.It did not make a lot [...]
How am I doing?
You stagger off of a crowded jet into the world's largest airport — the sprawling creation of British architect Norman Foster in Beijing. From the air, the airport is designed to look like a dragon. Inside, its high roof is ablaze with the reds and golds of imperial China. Whatever. It's a fine airport, but [...]
A Brilliant Flashback
Saturday night I took a trip back to the 1970s and found two groups of people. One remains unchanged — seemingly frozen in time. Another group has taken what they learned in the seventies and used it to change the world. The occasion was a benefit concert for the Seva Foundation at Oakland’s beautiful Paramount [...]
Steve Jobs — Again
For Steve Jobs, it is clearly not sufficient to be the leading innovator of the age — his products must be so hot that they define cool for the entire planet. The figures boggle the mind: six years after launch 110 million iPods now play 4 billion songs. 200 days after launch, 1 million iPhones [...]
