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Why Nest is Worth $3.2B to Google (an alternative to the Internet of Things thesis)

#5 – Don’t forget – we’re in an era of mega-sized market caps – the 1% applies to market winners and losers too, so don’t get too worked up over the number. Of course it’s too much. Isn’t it always? #4 – Convergence of Video Surveillance with Home Video. Surveillance cam tech is being used […]

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Human Computer Workflows — My First Blog Post on the Singularity

Two weeks ago, Farhad Manjoo of WSJ wrote a great year-end round-up on tech. In it, he argues that pundits should stop lamenting the lack of a “next big thing” — because it’s already here. Namely, the smartphone and tablet. http://on.wsj.com/1kZLd2J But I found something else in the article that underscored his point — and […]

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OTT advice for Wall Street: Cord-cutting, cord-nevers are here to stay.

Hold your horses Brian! Brian Roberts of Comcast, that is. Yesterday, as you know, he moved his own stock 4% higher by teasing an “exciting reversal” of cable TV ‘cord-cutting’ subscriber trends. If you went looking for the numbers, you didn’t find them. They won’t release the numbers until later this month, which makes me […]

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A Tricky OTT Blind Spot — Why Mom shouldn’t Buy 4K, yet

Used to be that video tech was a cool profession. Today, my mom asked me if she should buy a “4G” TV. It feels like she just Friended me on Facebook. First of all, mom, it’s 4K. Second — unlike 3D hype, 4K will actually arrive — someday. In video, picture quality is always #1, and […]

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