Traffic or Device Sales, What Matters Most?
James wrote something yesterday that included this graphic: What caught my attention, as was the intention of the graphic, was the Android traffic number climbing from effectively zero to more than 40% in just a year and a couple of months. Obviously this was the intention of the graphic (note the green color of the [...]
1906 Cable Car Video
This video from the Prelinger Archives is reported to be one of the earliest 35mm films and it is from a camera mounted on the front of a cable car that makes it’s way down Market Street to the Ferry Building Clock Tower. What makes this video extraordinary is that it was taken just 4 [...]
Expand Accredited Investor Class, Not Shrink It.
There is a banking reform bill working through Congress… in case you hadn’t noticed. Fred Wilson points out, rightly so, that the banking reform does a lot more than just reform banking rules, it goes to the very heart of who can invest in non-banking activities and how. 1) Changing the definition of a “qualified [...]
Eye Tracking
I read the linked post below and had to think for a couple of days about the notion of eye tracking as a result of augmented reality products will result in a new advertising currency. The idea of eye tracking in advertising is not new, indeed eye tracking as a field of study is not [...]
A Well Intentioned Bad Idea That Should Not be Stopped
Like everyone who has looked at the issue of immigration, I came to the conclusion long ago that it is a broken and outdated system. Just consider that every H1-B visa is snapped up within 12 hours of becoming available and you see how not only demand outstrips supply but an industry has grown up [...]
Housing Woes in Atherton
This is how someone’s dream home becomes a $6 million nightmare… If you live in the area you will recognize this house in Atherton that has been under construction for about 3 years, the last 12 months at more or less a full stop. If I recall correctly the previous house was purchased between 4-5 [...]
Risk Pools and Healthcare Reform
The fundamental challenge the health insurance, or any insurance business for that matter, faces is how to blend risk pools so that the customers who consume few services pay for those who consume many services. In other words, my premiums will go down because healthy young people who currently get by without insurance will be [...]
IT Expansion in China
Last week I wrote a post that covered many of the observation I made on my recent trip to mainland China. Given my background in IT, a natural area of interest for me was the build out of IT in China businesses that are not directly aligned with U.S. or European counterparts… in other words, [...]
The Business Climate in China
I just spent a week and a half in southern China visiting a range of manufacturing facilities and meeting with senior executives, and the learnings were significant, some of which I want to share with you today. This is the kind of information that is really challenging to get from analysts and journalists simply because [...]

