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This is DIGIRAM, the digital telegram – “digigram” – from Silicon Valley. I write on what I consider trends and emerging topics in technology and the Silicon Valley community, I list my personal Silicon Valley tops and flops, and report on events I plan to attend.

Digigram December 2022

Digigram Newsletter of December 2022

Published by Gert Christen

Welcome back to DIGIGRAM! After a bit of a hiatus, I am back to give you an update on the latest topics, trends, and stories from Silicon Valley and beyond. A lot has happened in the world over the last year. While a lot of gloom befell the world, there have also been some incredible milestones this year. There is much to celebrate that happened in 2022! For instance, in the last year, we’ve had these incredible technological and scientific breakthroughs: The United States Senate passed a bill to boost domestic chip manufacturing. The law also includes $67 billion to fund research into how to slow down climate change, a new record! I hope that a significant portion will go towards developing climate technologies. A new report found that if the current pace of wind and solar growth continues, the world will meet its climate targets. Switzerland qualified for the last 16 nations at the soccer World Cup. And was promptly eliminated by Portugal – oh well… In this edition of Digigram: #1: Mitipi and KEVIN’s …

Shapeshifting of entertainment ecosystems:

Published by Gert Christen

Content is king! And in TV, the trend clearly shows us moving away from watching traditional channels paid via cable TV and moving towards subscription-based streaming services. Streaming benefitted from COVID with record growth: However, as the competitive battle heats up among the providers, winning new subscribers and preventing existing ones from leaving is becoming harder. As a consequence, providers started looking for more ammunition: attractive content to keep their viewers within their own walled garden longer and to attract new subscribers. A reshuffling of the assets in this industry has begun, and we have a front-row seat to a textbook case of a formerly new industry entering a more mature phase. WarnerMedia TV and Discovery merged to create a new premium mouthful, “pure-play direct-to-consumer entertainment company.” WarnerMedia was previously owned by AT&T, the U.S. telecom provider who, with this move, turned their entertainment assets into an independent business. This spinoff was a glycemic index-busting sweet deal for AT&T, as it received up to $43 billion dollars, which it can now pour into the 5G …

Digigram Newsletter of April 2020!

Published by Gert Christen

Gert Christen’s April 2020 newsletter: This newsletter is dedicated to disruption. Think disruption is over because we accepted apps like Uber or websites like Airbnb? I’ve got news: It’s not over. Entire industries are not only ready for disruption, they’re at the very beginning of being disrupted. I discuss two examples in this newsletter.

Hot Trend: TikTok! The next big thing for self-expression, not just a music-selfie app.

Published by Gert Christen

“Every now and then, a technology appears that is so intriguing that it spikes fantasies of what it is, does and all the things it might make possible…” this is how I started an article about Blockchain in the July 2019 Digigram. And here we go again: The next such technology is TikTok, the world’s fastest-growing social media platform and the hottest new thing for 2020! TikTok will be very BIG. And it is way more than just a selfie-app for kids: Firstly, it completely hits the sweet spot of today’s mobile social media users – A “video first” combination of Facebook-Instagram-Vine-Snap-Twitter all in one. Secondly, it is easier to use than its predecessors – It includes tools for video creation and editing and for adding music (legally and without royalty costs!). An advantage that is hard for Instagram & Co. to copy because of their user interface legacy. And thirdly, they started with an almost exclusive focus on the teen segment, precisely the age group that advertisers will want to communicate with once TikTok …

XaaS – Everything as a Service – The backend is a BIG business opportunity

Published by Gert Christen

Using an app to order your dinner delivered from your favorite restaurant? You just Xaas’d your food, a business that is growing at 25% per year, according to McKinsey. They predict that online deliveries could eventually make up as much as 65% of all food deliveries. Can your favorite restaurant even cook this volume? And does it make sense to cook a meal at a restaurant when the meal ist to be delivered? Apart from the kitchen, the infrastructure to prepare food for delivery is different than the one in a dine-in restaurant. What if – the kitchen could become a service? Some prominent entrepreneurs work on precisely this: Travis Kalanick, Uber’s former CEO, is buying up industrial kitchens and renting them out (per hour? per stove? per meal cooked? I don’t know). His customers are those who need to use a kitchen for a couple of hours to deliver ordered meals: Only pay for what you need; the kitchen as a service, the XaaS of food. You don’t think this will be big? Apparently, …

Digigram Newsletter of December 2019!

Published by Gert Christen

The bi-monthly newsletter of December 2019. Covering TikTok, the next hot trend, Xaas – Everything as a Service – and the backend business opportunity. Top of the month: 26 Swiss managers & HWZ master students in Silicon Valley, and one of my teams reached 4th place in the startup competition at UC Berkeley.
Meet me here: At UC Berkeley’s “Deplastifying the Planet” course starting in Jan 2020
On my table: Thanks are on my table. Wish all happy holidays and happiness & success for 2020