Is Xiaomi just another handset maker, or something more? We may start seeing a lot less uniformity in how Android comes to market, and what it looks like. That matters to Google.
Read MoreWhen you try to work out the market potential for something fundamentally new, you’re actually trying to resolve two, linked problems.
First, you have to look past what it is now, and see how much better and cheaper it might become
Second, you need to think about who would buy it now, and who else would buy it once it is better and cheaper, and how it might be used.
In tech, the cheap weak product generally gets better quicker than the good expensive product gets cheaper. But in mobile, the good expensive product has generally got cheaper faster than the cheap, weak product got good
Read MoreThe more that smartphones subsume other devices, the more we want new objects and experiences, and the more we try to make digital things physical and tangible
Read MoreHow far can Apple turn privacy into a competitive advantage? What might future products look like for which privacy is crucial?
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