On assessing demand from “supplier checks”; measuring headroom and the race to a billion users; the disruption of computing becoming accepted by PC industry.
Over-serving TVs, bizarre keynotes, iPhone “mini”, cracking the China code, the T-Mobile iPhone and the iPhone operator deal structure.
This was a good show. It also ran longer than usual.
A discussion on a forthcoming blog post titled “The Last Feature Phone”. Also why stock markets are intractable: the problem with understanding the motivation of buyers and sellers of equities, especially those who act on behalf of others as fund managers. Finally, a review of what’s on Horace’s to-do list for 2013 and a hint at the new 5by5 show High Density, the first episode which is linked in the show notes.
Announcing a new 5by5 podcast: High Density.
In the first episode I interview Glenn Fleishman and talk about what it takes to be on Jeopardy (and how to win.) We also go on a journey into the lore and charm of The Economist and the curious state of modern journalism.
A review of RIM’s latest service pricing surprise; what do maps cost and what are they worth and the way to think about Google as a business.