Month: February 2014
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The Today Club
I have advised the founders of the Today Club in Shenzhen since January. Shenzhen has changed a lot. It is no longer just a place of industry, but also has a large financial industry. It’s stock market acts as tech oriented exchange for China. In addition, Shenzhen has built up a creative scene of sorts.…
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GSMA World + more news
GSMA World GSMA World 2014 in Barcelona, time to end the show? | Digital Evangelist – The global get together that is GSMA World rolls into Barcelona this week and I am left with the feeling that as with Telecoms before it no longer fits a purpose. – GSMA World, CeBIT and the bi-annual Telecom…
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Contextual technology
Contextual technology beginning To understand contextual technology it makes sense to back to the history of search online. Let’s start with a little journey through internet history; the first search engine the way we would understand it was rolled out in 1990, which downloaded directory indexes from different FTP sites and allowed manual browsing (the…
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Copper & more news
Copper China’s giant pile of copper is inflating its credit bubble | Quartz – China’s import data surprised many today when it revealed that its traders bought 397,459 tonnes (438,124 tons) of refined copper in January, just shy of the record 406,937 tonnes imported in December 2011, and up 63.5% on January 2012. I would…
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Yandex + more news
Yandex Yandex Reports Revenue Up 37% In Q4, Ad Network Revenue Nearly Doubles – Russian search giant Yandex reported a strong Q4 2013 today, with overall revenue up 37 percent from Q4 2012 and continued growth in text-based advertising – Yandex is the sleeping giant of the search world. My friend and fellow former Yahoo…
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WhatsApp | Facebook post (part II)
This post follows on from my first post that looked at the valuation of the WhatsApp acquisition. The why From a WhatsApp point-of-view the why is perfectly simple, everyone gets rewarded for all the hard work that has been put in building a successful product with 430+ million users around the world. It is the…
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WhatsApp | Facebook (pt I)
Gosh, where do I start, Nigel Scott asked me what I thought about the WhatsApp acquisition by Facebook this morning and I replied that I was pulling together my thoughts and that I was gobsmacked at the time; I am still gobsmacked and here are my rather unstructured thoughts below. The valuation Ok lets talk…
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Windows Phone + more news
No New Windows Phone Models on Tap for Barcelona – Nokia It’s shaping up to be a rough Mobile World Congress for Microsoft, with little new expected on either the hardware or software front for Windows Phone – not necessarily that rough, the handsets could be lost in the noise. No new Windows Phone models…
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Zegna + more news
Zegna licenses brand name to eyewear manufacturer to expand category – Zegna had previously made their eyewear products on their own. The Zegna deal is yet another indicator of how eyewear manfacture is becoming a global oligarchy in terms of market dynamics. This oligarchy has implications in terms of market power for luxury brands like…