Markman Capital Insight

Parking is the new plastics

July 6th, 2016

To get our regular email updates, simply click here.In the film "The Graduate," a family friend offers young Ben guidance for his future: Plastics. Good call. Google is having that consigliore moment right now with cities. Like Mr. McGuire in the film, it wants to whisper just one word: Parking.A couple of weeks ago Eric Schmidt, the chairman...


Oil industry under siege

July 1st, 2016

To get our regular email updates, simply click here.Things are going to get a lot tougher for the embattled fossil fuels industry. That’s according to a new Bloomberg research piece predicting a slow, inevitable death. To be sure, fossil fuels have been under siege for a while. The politics of climate change coupled with spills, fires, explosions...


Brexit winners and losers...

June 28th, 2016

To get our regular email updates, simply click here.Global markets came under heavy pressure over the past few days after voters in the United Kingdom surprised the world last Friday with a decision to leave the European Union after more than 30 years of membership. The political fallout is just beginning, with pro-remain British Prime Minister...


Will Apple go the way of Blackberry?

June 26th, 2016

To get our regular email updates, simply click here.Apple is about to become a much less significant consumer electronics business.The notion that Apple is in decline is not even controversial anymore. Many longtime Apple proponents have made comparisons to Blackberry (BBRY). The Canadian company excelled at a couple of skills and executives...


Autonomous cars just 3 years away?

June 23rd, 2016

The future of cars is within sight. Autonomous or self-driving cars are coming to American streets.  And Silicon Valley will ensure they arrive sooner than major car companies want.In addition to a ten-minute dissertation on rocket science and arguing that all life on Earth is probably not real, Tesla’s charismatic chief executive Elon...


Pebble could obsolete smartphones

June 16th, 2016

To get our regular email updates, simply click here.Pebble’s new Core Kickstarter product is the future of computing. Although it looks like any other grey plastic key fob, it runs Android and connects to the Internet. And that’s a really big deal. Pebble is run by Eric Migicovsky, a 30-year-old Canadian. It made its name raising...


Stunning changes to Internet ahead

June 15th, 2016

To get our regular email updates, simply click here.It’s the end of eras. That’s according to work by noted technology analyst Mary Meeker. The Kleiner Perkins analyst’s annual report was released this week and it is as grim as it is voluminous. Swelling from 25 to 213 slides this year, the report is downright depressing....


App makers chase an elusive dream

June 13th, 2016

To get our regular email updates, simply click here.There has always been an income-inequality problem in the world of software development. Now a new study from Sensor Tower illuminates just how big that divide has become. Like most gold rushes, the app-development frenzy started with a good slogan. Steve Jobs knew the first...