Apple
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Virtual Reality Realities: Summer 2016
Another intermittent set of observations and opinions about virtual reality (previous episodes here and here): HTC Vive/SteamVR The HTC Vive is magical. You have not experienced what VR can be unless you have tried the Vive. Accurate tracking makes it nausea-free. Room-scale allows freedom of movement (and self-driving cars will free up garages everywhere for…
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Tweetstorm Digest: June 17, 2015
Some @charlesfitz thoughts on Fitbit right before their IPO: 1/ Fitbit IPOs tomorrow and this profitable company has a surprising number of skeptics. 2/ They have dominant market share (85%) and their brand is almost synonymous a la Kleenex/Xerox with the fitness tracker category. 3/ 2014 revenue was $745M with $337M in the first quarter…
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Boxed In
via Flickr The oft-repeated explanation for Box’s failure to IPO is that they somehow filed at a bad time and “missed the window”. As usual with Box, the sound bites are better than the substance. They filed on March 24th of this year, a year that has seen the most IPOs since 2000. Since…