Research Notes

The India Report: Politics and Bollywood

Rafiq Dossani takes on the politics of the coming Indian election and makes it all make sense, while providing the inside view of India's most consistent traditional...

Satya's Challenge: What Microsoft Faces

The problem for Microsoft has never been making money; Steve Ballmer proved that beyond a doubt. Rather, the company's historic challenge has been to convince investors...

Special Letter: Looking Further: Much Better, or Much Worse, in 20 Years?

In this conversation from FiRe 2013, David and Brenda do just that, in one long series of brilliant (and often surprising) insights into the brutal truth of who we are, and...

E-Commerce in Crisis

A funny thing happened on the path to putting all business and banking online: the same access that makes it attractive to E-Commerce vendors and customers makes it even...

A Conversation About MALT, Part II

In our ​first transcript on MALT, we laid the foundation for the concept that the smartphone platform is the most important real estate in technology. Here, in the second...

A Conversation About MALT

This week I am pleased to share a private transcript of my recent conference call with UBS and selected clients, in which we take a deeper dive into the MALT (Micromapping,...

Top Ten Predictions for 2014

It is that time of year again: we've just returned from our annual Predictions Dinner in New York, and I'd like to share my predictions for the coming year with our...

Asia Letter, Q1 2014

In this quarter's report, Asia Editor and Ambassador Scott Foster has found some delightful nuggets that reveal planet-scale stories just under the ground. The departure of...

MALT: A New Killer Category

There is an entirely new category of wireless smartphone applications about to be launched, with the potential of making staggering amounts of money. What is this new...

Wireless AORTA: The Fourth Place

There are many times when technological change brings unintended consequences. As we move into an era of very high bandwidth everywhere, everything is about to change.
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