Research Notes

Special Letter: Finding Security in the Cloud

Today, everyone is talking cloud computing, but the issue of security continues to drive the conversation around corporate adoption. While it is obvious that startups have...

Q4 2013: The Christmas Quarter

Every year, we put out an issue on what to expect in the fourth quarter, the most important in the year to technology executives and the investors who follow them.

Special Letter: Big Data Strategy and Insights

Everyone talks about Big Data these days, but this is almost always a conversation about what it is, how to mine it, how to make more money from it, and how to get even...

The Mobile Global Computer

We have just built the world's most powerful computer, but no one has used it yet. What is even more amazing: no one even knows it exists.

The Right Idea

This week's issue is the direct result of my recent speech to the incoming class of Thunderbird School of Global Management, virtually all of whom then signed up as our...

Asia Letter, Q4 2013: Abenomics Update

Most smart international observers have been puzzled by Japan's economic behavior over the last few decades. The country was supposed to be in recession, but didn't really...

Special Letter: Solving the IP Crisis and Enabling Global Economic Growth

I think this issue, and the IP Commission Report behind it, should be required reading for every CEO whose company depends upon technological advance.

Special Letter: India's Challenge

Today, we are seeing a free-fall in many currencies, with India in every day's lead news. Luckily for us, Rafiq Dossani has again delivered a timely insider-view of this...

The Next Assistant

Welcome to the next virtual assistant, or what our members would call Internet Assistant III. What is IA III, and why is it/he/she different from past versions?

Special Letter: All Your Data Is Being Stolen As You Read This

In this week's Special Letter, longtime member and serial Valley entrepreneur Kevin Surace describes this problem in clear detail.
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