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  • Facebook launches sports platform; ad partner reports strong Q4 data  [View news story]
    Next step: rights to livestream sport events like nfl nba etc
    Jan 21, 2016. 01:32 PM | 7 Likes Like |Link to Comment
  • Apple opens first European iOS App Development Center, plans more openings  [View news story]
    How does this mitigates the Italian / European tax issues going forward?
    Jan 21, 2016. 10:20 AM | 1 Like Like |Link to Comment
  • Vivendi draws $1.1B in selling out of Activision stake  [View news story]
    This means there was immense buying pressure in the market for the stock to sustain dramatic gains amid such huge insider selling of 5.7%. This should allay investor fears of any future dumping.
    Jan 15, 2016. 10:59 AM | 1 Like Like |Link to Comment
  • Report: Google creating virtual reality unit to battle Facebook/Oculus  [View news story]
    Now I'm wondering, If VR tech is so special/difficult, how is the playing field so crowded already? everyone from htc (oem) to G to Msft to oculus to magic jump is entering. Barriers must be lower than I thought. But still No one can match apple's economy of scale in R&D here to design a new category. Esp. Bc Apple R&D is so efficient. Could be Hard for others to match performance or UX with less money.

    I would be surprised if Apple did not invest heavily in this emerging technology and have something great waiting in the lab.
    Jan 12, 2016. 06:18 PM | Likes Like |Link to Comment
  • Amazon reportedly looking to lease or buy 20 Boeing 767 jets  [View news story]
    I don't immediately see the strategy benefit to vertically integrating in commodity distribution. Cost is significant considering the physical goods store struggles to break even.
    Dec 17, 2015. 07:47 PM | 9 Likes Like |Link to Comment
  • Samsung paying Apple $548M in damages, hopes to recover the money  [View news story]
    Don't thank Samsung yet, don't you remember? They are going to take it back. Really?
    Dec 4, 2015. 01:27 PM | 2 Likes Like |Link to Comment
  • Apple: Peak iPad Mini  [View article]
    Think you misunderstood Neil's points. I found this article illuminating because it provides data to support what I suspected intuitively; the fact apple is well positioned to dole out improvements to the iP+ 5.5" such as shrinking bezels is good to note.
    Nov 29, 2015. 06:28 PM | 1 Like Like |Link to Comment
  • Apple: Tag Heuer's Insincere Flattery  [View article]
    Agree 100% Mark. Brilliant article here. The conduct of TH is just out of this world. You couldn't invent this in fiction.
    Nov 10, 2015. 02:21 PM | 5 Likes Like |Link to Comment
  • 6 Reasons To Buy Google  [View article]
    I worry Google will destroy humanity as we know it with the AGI research Kurzweil is overseeing at deepmind and other AI teams in Alphabet. I don't see any money devoted to discovering friendly AI before AGI gets out of the bag.
    Nov 3, 2015. 07:40 PM | 2 Likes Like |Link to Comment
  • Apple adds ex-Boeing CFO to board; OS X El Capitan released  [View news story]
    Actually a drone that transported people would be incredibly interesting.
    Oct 1, 2015. 07:49 PM | Likes Like |Link to Comment
  • Apple Is Building Its Largest Startup Ever  [View article]
    Thank you Neil for the great read. Oh to be a fly on the wall inside project Titan...
    Sep 30, 2015. 08:14 PM | 6 Likes Like |Link to Comment
  • Apple: The Pixar iPhone  [View article]
    Pbanados, that was epic...
    Sep 24, 2015. 08:10 PM | 1 Like Like |Link to Comment
  • Apple: Disable The $0.99 Crystal Ad Block Safari Extension  [View article]
    How about we boycott alcarezresearch instead?
    Sep 24, 2015. 06:56 PM | 18 Likes Like |Link to Comment
  • Will Apple Own The Payments Customer?  [View article]
    Who are the most likely users to sign up for this program? I suspect it will interest the low end and high end customer, but not the middle. Therefore, what net effect would that have?
    Sep 14, 2015. 05:46 PM | 1 Like Like |Link to Comment
  • Evercore upgrades Amazon; shares +4.2% as markets rally  [View news story]
    "...Only 14% of global e-commerce..." Wow. Some balls.
    Aug 26, 2015. 09:40 AM | 7 Likes Like |Link to Comment