On the replicability of the iPhone

A couple of my tweets from a few days ago were retweeted first by Ben Thompson and then by John Gruber, and as a result I got a slew of replies on Twitter from people, many of whom misunderstood the fundamental point I was making, and the context in which I was making…

Apple, IBM and the Pareto principle

If you studied high school economics, you might have come across the Pareto principle, which many people merely refer to as the 80–20 rule. This Wikipedia summary is as good as any:

The Pareto principle … states that, for many events…

Calculating Microsoft’s Windows Phone revenue

I was going through Microsoft’s 10-Q for the quarter ended December 2013 when I discovered that, for the first time as far as I can tell, there’s enough information in the discussion of the results to derive a figure for its Windows Phone bucket for…

Quick Thoughts: Uber competitive practices

I’ve been meaning to try something different on here for a while now. Most of my posts are pretty long and in-depth, but every now and then I have a thought that’s too long to express clearly on Twitter and too short for an in-depth post. Those tend to…

What “winning” means for Apple

I posted a tweet yesterday that seemed to hit a nerve with people, and so I thought I’d expand on my thinking a bit here. What I actually posted was two related tweets, though it was the second that seemed to resonate — the first was merely context:

Thoughts on Google Fiber, from a user (deep dive)

A few weeks ago, I had Google Fiber installed at my home in Provo, Utah. Since there are still relatively few of us Google Fiber users out there, I thought I’d share some thoughts on the service from the perspective of a user. This is going to…