NOTE: My original post, originally published in January 2013, continues to be one of the most viewed on the site.  Android and Apple have enjoyed an estimated 98% market share between the two, and many of my earlier projections regarding this market appear to have been borne out. However, the smartphone market has now matured to the point that it is at a strategic inflection point which has major implications for the future of this market and the major competitors. The rapid maturation of the smartphone market should have been foreseen: the rise of domestic Chinese competition combined with the predictable end of the Western consumer fascination with “the next smartphone”

Since I joined the high-tech industry years ago, Silicon Valley has had a fundamental need for highly educated engineers and scientists that could not be filled by American graduates. This reality has been bemoaned by Congressional politicians for decades now, who have essentially done nothing to increase the emphasis on STEM education (science, technology, engineering, and math) for resident Americans, and who instead chose to provide the H1-B Visa enabling Silicon Valley high-tech companies to employ immigrants to fill these crucial positions, and has enabled the high-tech industry to thrive. The election of Donald Trump has changed all that. His platform is almost completely devoid of any acknowledgment of the crucial importance of high-tech innovation to U.S. productivity and economic growth, the need for H1-B immigrants and the parallel need for greater investment in STEM education.

I found this important editorial opinion piece in The Guardian, the UK journal. The point of this is, […]

In an extraordinary turn of events, the U.S. Federal Communications Commission appears set to implement strong new rules, later this month to enforce Net Neutrality on the Internet. If the new rules are implemented, it will have major favorable implications for future global Internet policy with the International Telecommunications Union in Geneva, Switzerland. This means simply that all traffic on the Internet will be treated equally and fairly, which is one of the founding principles of the Internet, since its invention by Sir Tim Berners-Lee, Vin Cerf and others back in the 1980’s.

At The New Yorker, George Packer considers one significant way in which this Gilded Age differs from the last one. Amazon, Apple and Google are not Standard Oil, Ford or General Motors, but there are parallels. We are facing monumental economic and social issues that we need to be prepared to address.