Thought you may want to know...

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Wearable devices have been on the rise in Silicon Valley, with several new companies raising money in the past nine months. This is in part driven by the release of Google Glass to developers, which has already driven funding for start-ups based on Google glass apps. The exacted release of Apple’s iwatch in the next year or so has also help drive the interest in the space. Samsaung’s release last week of its iwatch marked the beginning of the mainstream commercialization of these products. The growth in popularity of fitness measurement devices is also feeding into this trend and it promises to change the profile of next generation of wearable devices. Expect to see more devices, both wrist-based and glass-based, that can augment the functions of a core mobile device. Momentum in...
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I had an opportunity to try Google Glass and it was an impressive experience.   I believe the concerns about how one would look wearing Google Glass in public will be overcome but more importantly, I see consumers and business professionals using the Glass at home and office, to increase their productivity.

An important aspect of the Glass is its voice-enabled interface, which doesn’t require any other physical action by the user.  Just as my iPad and iPhone sit on my desk next to my laptop and I use them to complement my laptop use, I can see wearing the Glass in my office and becoming more efficient.

The iPhone and iPad (and their Android counterparts) provided an enormous benefit by allowing a new interface: touch.  The Glass, provides two...

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Facebook usage appears to be dropping, judging from various surveys.  While mobile usage is increasing, the trend among younger user base is to limit their overall Facebook usage.  It seems that this “early indicator” demographic is suggesting that we have peaked in terms of how much people rely on Facebook.  Some of this trend has to do with the increasing privacy concern of the users, especially the younger ones.  Some of it has to do with limited innovations at Facebook, and some has to do with just usage fatigue and maturity of the platform.

This trend may well accelerate as Facebook is pushing monetization aggressively, thus cluttering the pages and the newsfeed, and making them less useful for the users.  Compared with Google, which...

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Yahoo reported last night, and Marissa Meyer gave a plausible and even convincing argument on how she plans to revive growth.  While most of the Wall Street analysts are understandably still cautious, I think it is time to bet on Mayer. 

Her task is similar to what John Donahoe faced at eBay, but is considerably more challenging: first she needs to stabilize the core business, just as eBay did, and next create a new growth area.  In Yahoo’s case, the growth cannot happen unless Yahoo ‘re-connects’ with users – giving them a reason to consider Yahoo as part of their daily activity, a reason for Yahoo to regain share of their minds.  In my focus group meetings several years ago, Yahoo consistently declined in users’ share of mind,...

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What happened to Social Mobile Local? It seems that the mobile part of the so-called SOMOLO is the only thing that is taking off, but that has nothing to do with the other two component of this misapplied buzz word..  There is no doubt that social apps have been popular but aside from photo-based apps, nothing new has taken off in a big way, and certainly nothing significant  that integrates ‘local’  as an essential element of interaction. The biggest local play continues to be Yelp; Facebook usage is approaching a plateau, and the social commerce has yet to prove itself.  Mobile, on the hand is the all important trend but it was improperly combined...

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Without planning it, I have been very busy in my angel investing activities, as a number of highly innovative companies have been brought to me. I am currently focused on the “app universe”. I believe the combination of apps on iPhone and Android, and the enormous success of iPad as a device, fundamentally will change the existing platforms. It is more than just the currently hip ‘local/social/mobile’ phenomenon – this is going to be the new way that most transactions will be done and most content will be consumed. The reason for this switch from desktop web to touch-based app environment is very simple: the apps are just much more easier to use and more efficient on these new devices, because the platform forces them to be so. Mobility and local info...

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Dear Friends:

It has been three years since I left Wall Street, officially on June 30, 2007.  So far, it has been a highly enjoyable break for me,  but  I am starting my plans to get back to full action. As many of you know, the past three years were filled with enjoyable activities such as travel and spending time with my son, as well as various investment and other activities that were more serious. Here is a quick rundown of what kept me busy in the past three years:

  • I joined the board of my son’s school, Wings Learning Center  in 2007, as the chair, which consumed a great deal of time, as it required some significant activities and direction.
  • I invested in an Indian start-up, Investmentyogi.com and...
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