Volume 16, Issue 13
Week of April 1, 2013
In This Issue
Feature: Six Smartphone Killer Apps
- Wireless Micro Maps
- The Self-Contained Locator
- Mesh Networks
- The Quantified Self
- The Internet Assistant III: Meta Biometrics
- Food Knowledge
Quotes of the Week
- The Real Problem with North Korea
- Another Invisible-Cloak Breakthrough
- Smartphone Night Goggles?
- Graphene Loudspeakers, Earphones, Microphones
In Case You Missed It…
Members Making News
Last week I made the case that the smartphone OS was the (pre–global warming) waterfront real estate of the technology asset business.
Students of technology history already know that: a) platform winners at the small-format end of the ladder almost always climb up to larger, more expensive platforms (witness the Surface on W8, Android pads, PC OS’s devouring minicomputers, etc.); and b) those who control the OS generally control the applications ecosystem.
When I first created the concept of Hyperstructural Economics, I based it on the personal-computer ecosystem of the time. From our new website’s “Insights and Analysis” area (www.stratnews.com/innovations/), we have this definition:
A theory using strategic product component design and related supply chains to reveal corporate alliances and to predict economic outcomes in global technology markets.
In other words, the product’s (in today’s case, the smartphone) technical structure dictates the economic outcome of those in the supply chain, starting with the inner keiretsu of cooperating allies. (Foxconn is currently proving this theory, thanks to its role supplying Apple, while Wall Street does its best to ferret out, and short, the other iPhone suppliers.)
These principles continue to provide the best illumination for understanding the technology economy. But every rule set has an exception, and this one is no exception: