October 2014
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Peak Google
Despite the hype about disruption, the truth is most tech giants, particularly platform providers, are not so much displaced as they are eclipsed. IBM, for example, has been successfully selling and servicing mainframes for going on 50 years (although they are now in serious trouble (members-only)). During the PC era, though, they were eclipsed by […]
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Daily Update: The Disruption of IBM, An Alternate View of IBM’s 2015 Profit Goal, IBM Sells Fabs to GlobalFoundries
IBM was turned around once, but the turning around made the company ripe for disruption by cloud computing.
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Daily Update: Apple Earning, Apple Pay Launches
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Podcast: Exponent Episode 021 – Gamergate of Thrones
On the newest episode of Exponent, the podcast I co-host with James Allworth: In this week’s episode Ben and James discuss why Ben thinks the Internet is totally overreacting to HBO’s announcement that they will sell subscriptions directly to customers, and then delve into what might be the underlying motivations behind Gamergate. Links Ben Thompson: […]
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Daily Update: Apple’s October Event – Why It Impressed, Notes and Observations
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Daily Update: Microsoft’s Misguided iPad Response, Netflix Reports Results, Google Updates Nexus
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The Diminished iPad
Something very strange is happening this week: there is an Apple event, and very few people – including myself – are particularly jazzed up about it. Oh sure, I’ll watch it, and I hope I’m surprised, but there is very little in the rumor mill – a retina iMac, OS X Yosemite, and the iPad […]
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Daily Update: Hailo Exits North America, Intel Earnings, Macworld Expo is Over
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Daily Update: More Amazon Bear Signals; Dropbox Hacked, Sort of…; Snapchat Too