Category: Strategy
Posted Date:
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Why is no one investing in games?
Traditional ventures have some good reasons for shunning investing in games, but that leaves a big blind spot for someone else to fill.
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Defense Against the Dark Arts: Defending IP in China
Companies that continually add value to their products can outpace the copycats and IP thieves. The trick is understanding the value your company truly provides.
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The Elephant in the Room: IP in China
Chinese companies face brutal domestic competition and government pressure to move up the value chain. Following historic patterns as old as technology they seek to ‘learn’ from foreign companies, including their JV…
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Do not think of China as a Monolith
This post is part of our ongoing series on Doing Business in China. You can find the introduction to this series here. For those who have lived in China for extended periods,…
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“Wow, China is not what I expected”
This post is part of our ongoing series on Doing Business in China. You can find the introduction to this series here . This piece is written by D2D Principal, Jay Goldberg…
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And then there were four…or three… or maybe it’s two
There have been some important developers in the semiconductor market this week that have unsettled the semiconductor world. The news was that Global Foundries has exited the market for 7nm production. This…
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Doing Business in China?
We are planning a series of posts on doing business in China. This has long been a mainstay of our work, and we now have enough distance from client engagements that we…
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Chief Blockchain Officer
We have been thinking a lot lately about how to sustain crypto projects. In our recent post we discussed the role of “Investor Relations” in crypto, which we felt really just scratched…
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A Proposal for Intel – Time to Go Private
Intel has been in the news lately, largely because of its CEO transition, which gives the impression of a company in turmoil. In truth, the root of Intel’s problems lay much deeper.…
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When good companies go bad
As analysts, one of our favorite areas of exploration is how companies fail. We have long felt that big companies each carry their own pathology of decay and decline. In this post,…
