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Of all the years we've been publishing annual predictions, this is certainly one of the most volatile. For that reason, I hope that these comments and calls are...
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Updates on the world’s technology and economic landscapes, including Cloud Evolution and Apple’s future.
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This rate of change is exponential, and for that reason, almost impossible for us to grasp. I thought it would be useful to first recognize this moment's importance, as...
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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...
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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...
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