Rob Enderle

About the Author Rob Enderle


Tech Buzz

Could Tech Nerf North Korea?

When a hostile country regularly lobs missiles into the ocean with the stated objective of transforming a U.S. state into a radioactive cloud, we have a problem. One “oops” and we could suddenly become a 49-state nation again. Approaches to North Korea tend to be in-the-box thinking, but there are new technologies that effectively could neutralize the threat it poses.

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The United States of Amazon

Amazon’s significant expansion into yet another market — this time, grocery stores — dominated many of my conversations last week. Clearly, Amazon warned us. I’ve been here before — back in the 1990s, when Amazon was just books, I was running the company’s e-commerce unit. I got into an argument with one of the analysts focused on Amazon, who believed the company wouldn’t go beyond books.

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The Art of Manipulation and Misdirection

Last week, I listened to an economist talk about Apple’s complaints that Qualcomm had charged Apple too much for access to patents. What was fascinating was that Apple had folks focused on the 5 percent Qualcomm had charged it instead of on the massive profit that Apple made on each phone. The price of the iPhone 8 likely will be well over $1,000 — but it could cost well under $500 to build.

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Hearing Crickets at Apple’s WWDC and a Pin Drop in the Senate

The two mammoth events last week were the Apple WWDC keynote and ex-FBI chief James Comey’s appearance at a Senate committee hearing. Now I’m sure a lot of folks didn’t have the time to watch both events — and particularly for the Comey event, I’m sure the coverage has the right and the left believing very different realities. Apple is becoming more and more like a typical tech firm.

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Will Future Autonomous Cars Fly Like Birds or Tunnel Like Moles?

It is kind of amazing how much advancement is going on in the autonomous car space. A year ago, we were mostly talking about cars that seemed comparatively boring, because they just drove on the surface. How quaint — how 2016. Now when we mention “boring,” we may be talking about Elon Musk’s new underground tunneling idea. However, a little company called “Airbus” disagrees.

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Dell’s ‘Alice’ Will Guide Women Through VC Wonderland

One of the interesting things at Dell EMC World came from Karen Quintos, the most powerful woman at Dell. Karen is responsible for its Entrepreneur in Residence program, which focuses on equipping and helping woman entrepreneurs. Dell Technologies apparently has created “Alice,” a female-focused artificial intelligence focused on helping support and drive innovative firms backed by women.

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What People Don’t Get About Tesla

Tesla is like Apple in that it represents a revolution in thinking. Although everyone seems to focus on the electric power plant, that is really a small part of the Tesla revolution. If Musk were to launch an almost-identical company but with gas engines, it would cut through the market like a hot knife through butter. The electric part isn’t as much a sales accelerant as it is an impediment.

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Why Is It OK to Abuse Customers?

I don’t know about you but I can’t seem to get out of my head the image of that poor Asian doctor who, seemingly unconscious, was dragged off that United flight. The fact that the airline did that to a 69-year-old doctor just so it could save money moving employees around is nearly as unbelievable as the initial tone-deaf response from United’s CEO, who blamed the passenger.

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Why VR Is Failing

As a market, we seem to have trouble learning that three key elements are necessary for a new technology to take hold: It has to appear complete, it has to be compelling, and it has to seem like a value — that is, be affordable. Compared to what we have today, the car that opened up the automotive market in the U.S. was none of those things — yet it was incredibly successful.

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Galaxy S8 vs. iPhone 8: Winning Has Little to Do With Phones

The new Samsung Galaxy S8 has launched, and its target of choice is the as yet unlaunched Apple iPhone 8 Anniversary Edition. These phones are critical for both companies. Apple survives largely off the iPhone today, and Samsung is trying to recover both from its burning phone problem and from its top executive being arrested on bribery charges. Neither firm can afford a big loss to the other.

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Don’t Let the Next Catastrophic Phishing Scandal End Your Career

What I think is amazing about all of the massive data breaches we hear about is that we know most are not reported. For every email, customer record, or financial theft in the news, there likely are hundreds that remain in the shadows. Yet another incident came to light last week. A clever Lithuanian individual was able to pull a whopping $100 million from a bunch of unnamed Internet companies.

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Why Tech Can’t Help Donald Trump and Most CEOs

The new president is making almost the identical mistake President Obama made during his first two years. Trump has picked a major entitlement to hang his hat on — the same major entitlement, healthcare — and shortly will discover what most CIOs know: You don’t mess with anything that touches everybody. The likely outcome will be that like Obama, Trump will lose the house in the next election.

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Mobile World Congress: Gigabit Wireless and the Anti-iPhone Set

One of the biggest disappointments at this year’s Mobile World Congress is that the Samsung Galaxy 8 phone won’t make it. The Galaxy line has been the ultimate iPhone fighter. Rumors around the anniversary edition of the iPhone suggest that it will do amazing, magical things, like 3D selfies. OK, I’m really missing Steve Jobs at the moment — who the hell wants 3D selfies?!?

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Tesla Goes Underground and Uber Takes to the Skies: The Birth of Magic

As in crazy short, in a very short period of time we have two very different companies looking at two very different ways to eliminate traffic. Tesla wants to tunnel under the ground to avoid traffic, while Uber wants to fly overhead. Transportation has been a tad static for the last 40 years or so, and that apparently is about to change big time. This is just the start.

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Was Apple’s Outstanding Q1 a Fluke?

Apple had a good quarter, but if you look under the numbers there is a ton of trouble. It just dropped behind Google in brand value, and valuation may crater in a few months. The iPhone 7 did well, but that shouldn’t be a surprise, given that its biggest competitor, Samsung, saw its phone literally go up in flames last quarter. The Galaxy 8 is coming, though, and it looks really impressive.

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BlackBerry, Microsoft and the Ever-Smarter Connected Car

BlackBerry last week announced that its turnaround was finished, and Microsoft finally provided some information on its new connected car deliverables. One strange thing was that after CEO John Chen excitedly pointed out that BlackBerry had displaced Microsoft in Ford, he then announced a strategic initiative to work more closely with Microsoft on BlackBerry’s own market-leading QNX car OS.

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