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China

Autocracy vs. Democracy: The Splinternet

In November of 2013 Bill Gates was attending a conference in Germany, and was asked if he was concerned about “balkanization of the Internet,” the growing trend toward islands of authoritative control of the Internet. He replied, “China is really the only one who to any meaningful degree has partitioned their stuff.”

Strategic Inflection Points

Tech is Global, Right? Not Exactly!

1964 was a harbinger of the future we now inhabit, but no one knew it at the time. It was the year of the Free Speech Movement (FSM) at the University of California Berkeley, the first stirrings of the cultural revolution to come. FSM epitomized the fear of a world dehumanized by mainframe computers controlled by corporations. Yet that same year Marshall McLuhan also first articulated his famous concepts of “the medium is the message,” and his vision of a “global village.”

French Tech

Huawei Telecom Gear Much More Vulnerable to Hackers Than Rivals' Equipment – WSJ

A detailed report, prepared by Finite State, a Columbus, Ohio-based cybersecurity firm, concludes that Huawei telecom switching gear is far more vulnerable to hacking than other vendors’ hardware due to firmware flaws and inadvertent “back doors” that were discovered. The report has been circulated widely among cybersecurity experts in the U.S. and UK, and it is considered credible.

China

Updating My Smartphone Market Analysis: The Market Is At A Strategic Inflection Point

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”

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