Xiaomi against imaginary valuations

Investors are taking a second look at China’s high-value startups such as smartphone maker Xiaomi, which is now facing growing pressure to live up to high expectations.

Xiaomi missed its 2015 sales target: they estimated 80 million smartphones shipped, but they weren’t capable of growing that fast and that much. They haven’t surprised us as before, and now the pressure from investors seems to be pretty high.

That’s reasonable, and maybe Xiaomi’s valuation was overestimated. But its business is done in quite the right way -let’s forget the design similarities with Apple-, so we should take that into account.

I can’t help but compare this company with Uber or Airbnb, which certainly offer us really good alternatives on their segments, but at the cost of companies that work according to the current regulation. Until that regulation covers that kind of ‘sharing economy‘ (great euphemism), they are doing something that could be (or has been) considered a fraud in many countries.

Unfair comparison, and unfair valuations anyway.

Source: China’s Xiaomi Under Pressure to Prove Value to Investors

Ballmer is wrong about Windows 10 universal apps: Uber shows the way

Ballmer recently criticized Microsoft approach to apps and the mobile space and pointed out that the universal apps philosophy “won’t work“. Matt Weinberger at Business Insider makes us think that Ballmer could be really wrong:

On Wednesday, driver-on-demand app Uber comes to Microsoft Windows 10 — making it the first time ever that Uber has been available from a desktop PC. […] Getting Uber on Windows 10, as an official universal app, is a huge coup for Microsoft and Nadella. It means that Uber, at least, thinks that Windows 10 is worth the time and energy to support.

Maybe he should take a look at the new Uber app for Windows 10, that works indistinctly on a PC and on mobile phones with Microsoft’s new OS and that lets developers discover how a universal app can really transform itself to adapt the interface and its features to each device conveniently.

That’s the way to go, Microsoft.