Apple knows 5G is about infrastructure, NOT mobile phones

With Apple shares down more than 20 percent from their all-time highs of only a few weeks ago, writers are piling-on about what’s wrong in Cupertino. But sometimes writers looking for a story don’t fully understand what they are talking about. And that seems to me to be the case with complaints that Apple is too far behind in adopting 5G networking technology in future iPhones. For all the legitimate stories about how Apple should have done this or that, 5G doesn’t belong on the list. And that’s because 5G isn’t really about mobile phones at all.

Just to get this out of the way, I see Apple […]

The real problem with self-driving cars

Whatever happened to baby steps?

Last week a 49 year-old Arizona woman was hit and killed by an Uber self-driving car as she tried to walk her bicycle across a road. This first-ever fatal accident involving a self-driving vehicle has caused both rethinking and finger-pointing in the emerging industry, with Uber temporarily halting tests while they figure out what went wrong and Google’s Waymo division claiming that its self-driving technology would have handled the same incident without injury. Maybe, but I think the more important question is whether these companies are even striving for the correct goal with their cars? I fear that they are over-reaching […]

The self-driving car is old enough to drink and drive

RCAdriverlessTwenty-one years ago, when we were shooting Triumph of the Nerds, the director, Paul Sen, introduced me to his cousin who was working at the time on a big Department of Transportation research program to build self-driving cars. Twenty-one years ago! Yet what goes around comes around and today there is nothing fresher than autonomous cars, artificial intelligence. You know, old stuff.

As you can see from this picture, driverless cars were tested by RCA and General Motors decades earlier, back in the 1950s.

What changed from 1995 until today in my view comes down to three major things: 1) 21 years of cumulative automotive research; 2) demographic changes that might […]

Is anyone at Yahoo! paying attention? Probably not.

yahoo-old-logo-v2So Verizon is buying the heart of old Yahoo! I include the exclamation point because it was always there in the Yahoo! we knew back when the Internet was young. $4.83 billion in cash is a lot of cash, but for Verizon it’s a way of buying into the future while buying what to many of us seems to be the past. So let’s get the business part out of the way: Verizon can see Yahoo! as a bargain because Yahoo! has nearly always been more profitable on a gross margin basis than Verizon, a phone company. Even Yahoo! in decline will pull Verizon up. But that’s not why I’m writing […]

Why SoftBank is paying $32 billion for ARM Holdings

Mr. SonSoftBank is buying ARM Holdings for $32 billion. Why would a company not presently in the semiconductor business spend 32 times sales to enter a new industry? By traditional measures it makes little sense. But for SoftBank it makes perfect sense, because here’s a company that has spent more than 30 years making high-risk bets on entering new businesses by apparently over-paying for assets. It’s the way they’ve always done it and it has nearly always worked. In this case SoftBank is paying a 43 percent premium over the recent ARM share price because that’s how much money it took to overcome the resistance of ARM management. And it’s just a guess […]