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Club of 85: 2015 Unicorns

The Convict Settlement of Australia — Good Read

Highlights from GGV Capital Dinner
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By Guest Ben Thompson 

( Video) DLD15 – The Four Horsemen: Amazon/Apple/Facebook & Google–Who Wins/Loses (Scott Galloway)

One More on Samsung Loss to Apple

( PDF) Ericsson Mobility Report – Feb 2015




Common Sense is so Uncommon..!


  • Nokia deciding not to make Android phones for too long ( What happened .. licking your own spit ??)  ..!


  • Apple deciding not to make smaller ipad and bigger iphone for too long ( What happened .. licking your own spit ??) ..!


  • Samsung spending billions in Brand building for too long (Brand Castle or Sand Castle ??) ..!

Samsung spends a whopping 5.4 percent while competitor spends only 0.6 percent of its annual revenue on ad spending, 


  • Network Operators ignoring open ecosystem, innovation and OTT for too long and still continuing .!


Mobile OEMs hitting a high wall..!



One doesn’t have to be an Einstein to know what is happening in Mobile Industry. It is in many respects similar to what PC industry went through.

Today, Everyone has access to same HW + OS, thanks to democratization by Qualcomm,Bcom,MTK and Google. More than Basic App package is part of OS which satisfies 70% of customer needs. Rest are available as “free downloads” from market places. In Nutshell, It is a very level playing field for everyone small or big, new or old.

With Operator’s relevance going down, entry for new player is relatively easier. OPEN Market share is increasing every year against OPERATOR closed markets.

Absolute ZERO innovation from Network Operators have made them redundant in today’s  device (or Ecosystem’s ?) discussions. They are sitting on sidelines and chewing bandwidth revenues. Some half cooked attempts failed miserably (e.g. Joyn). Their say in product is decreasing day by day. Still it is not late for Operators to realize that they have no business to be in Device Business. They should focus on services on their networks.

Back to OEMs, their fate will be no different if they fail to innovate here. The one with best value offering will eat other’s lunch over time. Those basking in false glory of brand will have unpleasant shocks. I seriously doubt there is much brand loyalty in this market except “High End” bracket. Everything under the “High End” is OPEN market which only values “VALUE”.

But, how can OEM’s differentiate (Innovate) ?? I wish I knew the answer..But, here are few things i will try aggressively.

1) Appcessories == Application + Accessory. Opportunities are endless. Practically every electrical/electronic small device can be converted to Appcessory with nice interface Mobile App. Imagine Security Cameras, Small Health devices, Sensors gadgets etc.

2) Enterprise Services. Samsung Knox is good example. This is open space..If OEMs dont move fast and partner with existing players, those geeks in startup colonies will very soon eat this lunch as well.

3) Productivity Increase: Anything else which increases Productivity: A very good example in early days is Dual Sim phones. Another good example i think is Note series of Samsung with Spen.

4) B2C Services:  No one has done it better than Apple. Apple has used the devices as digital agents in customer’s hands which are used to deliver all kinds of services. This is a fantastic and sustainable business model.  No other OEM is even close.

5) Design:  Apple has shown in the past that even in mature products, if design limits are pushed, it can create a whole new product. I think this is another area where we should see lot of action in coming days.  Imagine a phone which with material/color/shape customized for each customer.

In Tech product or service category, it is very important to do things right and fast. Work-In-Progress quality is brand destroyer and leaves market with bad tastes.

It will be very interesting to see the reshuffle in Top5/Top10 by value and volume next year.

Comments welcome ..!