
Don’t Confuse Room at the Bottom with Disruption
Recently, a very wise VC asked me what I thought about a small but scrappy competitor in the space of my last company, EchoSign. I told him I didn’t know the company that well, but from what I’d seen, some things might seem appealing. I bet the freemium metrics appeared good, with positive growth and […]

Yes, Android is winning (at least by what Google cares about)
John Kirk recently took issue with the spate of stories about Android’s increasing share of the smartphone market. In his polemic, “Android’s Market Share Is Literally A Joke“, he argues that Apple is actually winning the smartphone battle because it has a majority of the profits: “Not only do the high priests of market share […]

Read before you share – otherwise it’s gossip
A rubbish post by Business Insider titled “This Survey Is Devastating For Microsoft: 42% Of Windows Users Plan To Switch To Apple” and a very dubious post by the New York Times titled “The Tablet Market Grows Cluttered” drew my attention today – the latter claimed that About 98 percent of Web traffic from tablets comes […]

Is Android gaining market share because of carriers?
Last week at Google IO, Google announced some improvements to Android Market. The video of the session ‘Android Market for Developers‘ is now available here. One thing that caught my attention in the video is Android installations by country. Here is the slide. As it shows, there is a direct correlation between device activations and […]