Whenever a market matures, either it gets plagued by substitutes or it looks for complementary products or technologies which can fuel its maturation curve into further growth opportunities. While PCs and Notebooks got substituted by smartphones, there is no other device in foresight to substitute smartphones. The reason … Read More
Tag: nest labs
It’s not a fiction, it’s about to turn into reality
Often I used to wonder why a search engine company would invest so heavily and indulge into stuff like smartphones, home automation devices, servers and many other exotic, innovative things they are doing internally and externally. But when I connect the dots, I find that this company in on certain massive missions which, if accomplished… Read More
The Semiconductor Landscape – III
In continuation to my earlier observations and anticipations (landscape1, landscape2) which came up to my expectations, I was further inspired to ponder over the macros of our ever growing semiconductor industry. We may argue the business is stagnating, we may argue that the pace of scaling is slowing, but when I look back at the… Read More