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ANDRÉ CRAMER

… my view of where technology innovation will lead us

Month

October 2015

Global Tablet Market in Decline (Business Insider)

Tablet sales have declined on an annualized basis for each of the last four quarters.

Source: Tablet sales down in addition to iPad

Good analysis of the Situation of high-valuation Companies: Flipboard’s Fanfare Fades as Executives Exit, Sale Talks Stall (Bloomberg Business)

Flipboard Inc. debuted in 2010 with the kind of fanfare any startup would envy. The news-reading app piggybacked perfectly on the debut of Apple’s iPad tablet and Steve Jobs’s promise of a new era for digital media. Critics loved Flipboard’s magazine-like layout, created by one of the first software designers of the iPhone, and investors poured money into the company.

[…]

Other companies facing similar questions about whether they can make good on early investor expectations — and lofty private-market valuations — include online storage service Dropbox Inc., note-taking company Evernote Corp., music-streaming service Deezer SA and blood-testing company Theranos Inc., said Anand Sanwal, chief executive officer of CB Insights, a firm that tracks startup investing. The companies face a challenge in that they could be too expensive for another company to buy, yet may not have the business fundamentals to justify their valuations to public investors through an initial public offering, he said.

Read more on: Flipboard’s Fanfare Fades as Executives Exit, Sale Talks Stall – Bloomberg Business

Some profound number crunching of the Dell + EMC + VMware Deal: Making Sense of it all (Andreessen Horowitz)

Dell recently announced an agreement to acquire EMC [NYSE: EMC] — and with it, control of VMware [NYSE: VMW] — in a deal valued at $67 billion at the time of the announcement.

While analyses of the deal so far have been devoted to the (more straightforward) implications for the computing, storage, and networking industries or the (less straightforward) financing of the transaction, analyzing these threads together reveals a far more interesting story…

Source: Making Sense of Dell + EMC + VMware | Andreessen Horowitz

All there is to know about the Android Fragmentation Situation – Android Fragmentation Report August 2015 (OpenSignal)

OpenSignal Insight Report into the State of Android Fragmentation August 2015

Source: Android Fragmentation Report August 2015 – OpenSignal

Very profound inside Story on WeChat: When One App Rules Them All – The Case of WeChat and Mobile in China (Andreessen Horowitz)

Source: When One App Rules Them All: The Case of WeChat and Mobile in China | Andreessen Horowitz

These Technologies Will Shift the Global Balance of Power in the Next 20 Years (Vivek Wadhwa)

Governments, businesses, and economists have all been caught off guard by the geopolitical shifts that happened with the crash of oil prices and the slowdown of China’s economy. Most believe that th

Source: These Technologies Will Shift the Global Balance of Power in the Next 20 Years – Singularity HUB

This is the most profound insight into WeChat’s business metrics and usage stats ever. WeChat Life Report, October 2015 (China Channel)

Yesterday (October 23rd) Tencent revealed a wide array of WeChat statistical data and analysis previously unknown to the public.

Source: <China ChannelWeChat Life Report – October 2015 – China Channel

Good Background Read on Internet of Things Security: Why IoT Security Is So Critical (TechCrunch)

Twenty years ago, if you told me my phone could be used to steal the password to my email account or to take a copy of my fingerprint data, I would’ve laughed at you and said you watch too…

Source: Why IoT Security Is So Critical | TechCrunch

Google’s Ads getting cheaper and cheaper over time – CPC Development Chart (Business Insider)

Google’s “cost per click,” or CPCs, which measures the average amount advertisers pay when a user clicks on an ad, have been dropping for years now.

Source: Google CPC change over time

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