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Interesting how perception changes. 6-8 months ago most of pando was calling google the new Microsoft or stagnant, yet here we are, and they are now the future. Few thing have changed from then and now. Google was always pushing to produce the best on all platforms. Apple saw a weakness in their maps and pushed for a solution. The result, excluding the noise, is a far better user experience for iOS users.
Truth is both companies have been pushing their respective specialties into the future. An unbiased assessment from the facts you site can also be used to show why both companies can succeed. But both companies need to improve in specific areas, just like any company, to stay relevant.
Although google's transition to be more like Apple, controlling hardware, kinda tells us about the future.
2 years ago on Apple is the ghost of technology’s present, Google is its future
To each their own, but the speed of the iPhone 5 is more than just 'zippier'. AT&T's LTE is fast, and the usage speed is noticeable.
2 years ago on A layman’s review of the Nexus 4 – and how it compares to the iPhone
@bgoldberg @echotoall I'm annoying too, but not for comments on blogs :)
2 years, 1 month ago on Let’s admit it… Steve Jobs was lucky
Annoying = an article written to get an emotional reaction = Bryan Goldberg
The act of gathering data for ads is shifting. Real user data will have to be used. Facebook is connected to 200k apps. If users log into google maps, google blatantly says it will use ur data.
IMO, cookies aren't needed for mobile ads, but user data will be.
2 years, 1 month ago on What will ad-tech look like without cookies?
@Rizz0 @eringriffith FB was legally bound to go public. Their share holder base exceeded its ability to stay private. They needed the cash to truly stay competitive. The only way to get that cash was to go public.
2 years, 4 months ago on How Much Should Startup Employees Earn? Wealthfront Tells Us With A Clever Tool
Nokia did not and is not doing everything right. They fucked up by ignoring android. They fucked up by isolating themselves to an OS brand (windows) completely deteriorated, by Microsoft, in mobile.
Nokia chose the uphill battle every step of the way. It's a shame because their hardware has always been a force to reckon, but that's obviously only part of the equation.
2 years, 4 months ago on The Royal Nokia Screw-Up That Shouldn’t Have Been
HTML 5, when up to snuff with hardware capabilities, should dissolve the app ecosystems. (Of course Facebook proved this effort is still a few years away.)
As for Facebook and Twitter, their actions have been pretty shitty, and these companies should streamline their developer policies much better. But is that not the cost of developing for an established audience? (There is always a cost, even if the cost is not monetary.)
2 years, 4 months ago on What’s Old Is New: The Gatekeepers Are Back, and Stronger Than Ever
@KyleCooke @bnkausik I noticed it too when it was posted. It reminded me of Apple and how they would slowly leak positive info to the wsj. But the info was ancedotal. Fb has become a show-me story, and they need to keep proving it works.
2 years, 5 months ago on What Ails Groupon, Yahoo, and Facebook: “Demand Generation” Advertising
The premise of the article is dated. And no mention at all about fb exchange? I mean, fbx destroys the thesis of this article.
Your very wrong. The secondary market inflated FB value due to low liquidity that consisted of a handful of very rich entities/individuals. This secondary market has tested ur theory, and it already failed.
The public markets are not perfect, not by a long shot, but they are ruthless and (for the most part) honest (barring periods of emotional swings that is susceptible to any market). A key part of the public market's value is its high liquidity. Something very difficult to reproduce.
2 years, 5 months ago on Eric Ries: “Entrepreneurs Should Build An Alternative to the Public Markets”
Did u watch Risky Business before writing this?
2 years, 5 months ago on The Ultimate Productivity Tool
So who would you and your diner friends consider "lootists" (I hate that term. Robber-baron sounds so much better:) based on ur premise "The ease with which wealth extraction can be disguised as wealth creation is looterism’s most frightening aspect":
The VC's who unloaded the pumped up the current crop of social stocks or the 2001-2007 bank management or anyone guilty of creating a mini/big financial bubble in order to see a profit?
(Although I think ur version of capitalism is perverse. Capitalism in its purest form is greed. Hence the need to be rooted in social purpose. To prevent douchiness.)
2 years, 5 months ago on Looterism: The Cancerous Ethos That Is Gutting America
A lengthy article for the commonly understood premise of consumer device companies having valitile earnings. Hence the oversized cash position.
From any valuation perspective, aapl is already reflecting a negative scenario. Ever since last year, when aapl's trailing multiple broke below 16, the stock has been a 'show me' story.
2 years, 6 months ago on What If the Next iPhone Is A Miss? A Deep Dive Into Apple’s High-Wire Act
2 years, 6 months ago on What the Heck Happened to Zynga This Quarter?
With such a short product life cycle, the handset makers don't apply to the sectors mentioned. Observing the industry, handset makers should follow the curve of 'fads' vs established industries. But even that suggestion is riddled with caveats due to the external forces (i.e. app eco system, innovation etc) killing a handset maker or allowing a handset maker to thrive (and not be a fad). Mobile is more complex.
2 years, 6 months ago on The Mobile Industry Is Ignoring the Rules of Consolidation
Nokia's failure was there lack of commitment.
1. They lacked commitment to software when they were by far the envy in the space.
2. They lacked commitment as a hardware company by ignoring android. If Samsung was able to leverage android, nok would have had success given there hardware know how.
They can't compete for developers so they have to leverage their hardware. Create a kick ass phone for android.
Maybe it's too late. It will be tough to compete against the htc one or galaxy 3. But it's worth a try.
2 years, 7 months ago on RIP, Nokia (1865 – 2014)
Should be interesting. Hope u can detach from ur established bias (and pando's bias) and produce an objective review.
2 years, 7 months ago on I’m Going Google (…or I’m Going Crazy)
If the "bubble" is only affecting really rich people or VC, so be it. The emotion will drive further investments. But please don't throw the word bubble around when valuations r only affecting less then a handful of companies.
p.s. the pic is really cool
2 years, 8 months ago on The Best Thing About Facebook’s IPO: The Tech “Bubble” is Over
How about Facebook focus on improving their current mobile offering.
Their current path is discouraging to say the least. Seems like they are abandoning their 'all-in-one' app and moving toward fragmented offerings.
Why not just rebuild their app from the ground up to accommodate the current mobile environment?
Their strategy seems chaotic and confused.
So if a company does not understand mobile, why should I trust their 'would be' mobile platform?
2 years, 8 months ago on If Facebook Buys Opera, It Can Be Bigger Than Google
@eringriffith Will make management look incompetent. They will buy back shares at a huge premium. Imo, the only way this doent turn ugly for fb is if fb can show accelerating rev and earnings growth, maybe around +50% on a yrly basis, to justify the current size of float.
2 years, 8 months ago on No Pop Equals a Flop? Welcome to the Irrational World of Public Markets, Facebook
All the technical issues aside, there is too much common share floating for fb to sustain current levels in a weak market w weaker growth metrics. Bankers didn't fuck this up, fb did by allowing too many shares to market too quickly. (unless their goal was to raise as much money as possible and mid term stock action be damned)
"Microsoft should promote its most entrepreneurial employees."
Leadership has to change to be realistic on this. Msft is too reactive to market trends, despite having the resources and talent to be proactive. They have not driven industry trends for well over ten years.
2 years, 8 months ago on Microsoft Is the Monsanto to Seattle’s Talent
Really like it, but music does work on the iPad or iPhone. When will it be mobile ready?
2 years, 9 months ago on Thefuture.fm Has Solved a Problem That Turntable, YouTube, and Spotify Couldn’t
"No company is better positioned than Apple to win a landslide in the coming mobile boom."
QCOM is better positioned. They benefit regardless of smartphone brand.
But I agree w ur general thesis.
2 years, 9 months ago on Everybody Chill Out: Apple is a Long-Term Goldmine
@PatrickR @echotoall Agree w the congestion. But from a gasoline-consumption perspective, the effort has allowed for lower gasoline consumption while the economy expands.
2 years, 9 months ago on Let’s Build a Future Without Cars
Major cities across America have been executing on a less car centric system for about a decade now.
The level of giddiness to the google bashing is at level 'ridiculous'. I guess nothing google does can possibly be viewed as proactive action to the very threats you two site. Regardless of initial missteps, current actions be damned. Lets just file everything Google does under hypocrisies and evil, not necessary proactive shifts to stay viable towards future threats before industry trends force them to change.
Microsoft waits for the industry trend to shift, then establish itself, before acting. Google is not waiting. Buy why let that little difference get in the way of comparing it to the reactive nature of Microsoft.
2 years, 9 months ago on Roger McNamee: ‘What Is Google So Afraid Of?’
Why does Google end up in a story about Pinterest? Must there be a belittling of one to celebrate the other? If the core principle of #2 did not exist, pandodaily wouldn't either, nor would any other start up.
2 years, 9 months ago on What We Can Learn From Pinterest’s Ascent