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Reading this Techcrunch piece on Chomp, a provider of search and discovery for iPhone apps, prompted me to explore a question that has been circling in my mind in a somewhat unstructured fashion for a couple of weeks now – namely what is the difference between an app store and a portal? It seems [...] Earlier this week we held a session where Simon Morris, Marketing Director of our portfolio company Lovefilm shared experiences and brainstormed some ideas with a company in which we are thinking of making an investment. One of the things he shared is that he has always built the marketing at Lovefilm around three pillars [...] Yesterday I wrote about Google’s HTML5 apps on mobile and I want to share this comment that my friend Jof Arnold left in response: I love what this [HTML5] is doing for browser speeds; look at the performance of Chrome and Safari now (check out the demos on the Safari HTML5 gallery; realtime 3D [...] You may have seen the various reports today about the new YouTube HTML5 mobile site (perhaps the best write up is on Techcrunch) – they all say that the site runs as well or better than the native app on the iPhone, particularly with regard to video quality. Similarly there is a Google [...] The mobile press in the last week or so has been lavishing huge praise on Apple for the iPhone 4, which by all accounts is an awesome device, and I am particularly interested to see what apps developers will build using the new gyroscope, as well as excited by the new screen and the [...] Take a look at Mary Meeker’s latest update of her Internet Trends slides. There is a tonne of good stuff in here indicating that mobile will be HUGE and that we are at or nearing an inflection point, not least: Smartphones will be more numerous than PCs by 2012 Smartphone will outnumber feature phones [...]
Nokia warned last week that its second quarter results would come in below guidance and as the FT reported their shares fell 10% as a result. Many analysts are saying that Nokia’s disappointing results are here to stay. Their problem is that they are losing market share in the smartphone market which is [...] When Apple announced the acquisition of mobile ad firm Quattro Wireless back in January I wrote a post arguing that they were likely to leverage their control over the advertising ecosystem to the detriment of developers and content owners – and now they have. On Monday Apple announced new Terms of Service for [...]
Slowly GPS is becoming a platform of incredible reach and power. It would be an over statement to say that it rivals the internet, but it is probably up there with the cellular networks. Beyond satnav devices, GPS is used to timestamp financial transactions, is relied upon by paging and mobile [...] Regular readers of this blog will know I’m a fan of open systems and competitive markets, believing that they facilitate innovation, and as such I’ve been hoping that Android will become a viable competitor to Apple. Despite some good news yesterday on Android’s Q1 market share it seems to me that generally the winds [...] |
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