Monthly Archives: December 2012

The Dark Side of charge-through models

Wireless carriers have recognized for some time that mobile content consumption is an important additional revenue stream. This predates mobile Internet, as content owners would provide content via SMS, but it has become larger with the advent of mobile data … Continue reading

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How Not to Run a Business – Ignore Your Market

Every now and then, I am amazed by the dumb things companies do. Inevitably, they stem from someone in a headquarters going, “I know what customers need!” They then come up with a great plan to market some new service … Continue reading

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Mary Meeker is Back

Mary Meeker is one of the great Internet analysts out there. She was at Morgan Stanley while I worked there (and she probably added a lot more value to the firm than I ever did), so I had the pleasure … Continue reading

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