The Golden State Warriors are kinda sorta disrupting basketball, and making plenty of enemies in the process, which segues to a follow-up on Peter Thiel and Gawker. Then, Intel and ARM have dueling releases that show just how different they are.
What Gawker did to Peter Thiel is inexcusable, but Thiel’s response is threatening to the industry that made him rich in the first place.
My recent pieces about Apple actually don’t have anything to do with Google I/O or WWDC; they are about structural challenges going forward. Then, Windows Phone is well and truly dead, and how Satya Nadella killed it shows how structural changes can be effective.
It is very fair to say that Apple is threatened by the potential rise of AI. Google, though, is also threatened by its inability to own customers’ attention. The solution for both companies may entail changing their culture, a very tall order indeed.
A deep dive into Google I/O: why the overall keynote was a good sign for Google, and then a review of specific announcements.
Google is unique in that their business was built on being the best. The company, though, benefited from the open web. That is not the case in mobile.
FinTech seems like the perfect application of Aggregation Theory, but over this past week it has blown up in the face of serious issues at Lending Club. The mistakes that were made in do to a degree validate why I haven’t covered the space to date.
The idea of private labels aren’t new, but Amazon is uniquely positioned to profit from them. Then, the Facebook Audience Network is getting some deserved attention
Apple investing $1 billion in Didi could signify all kinds of things, but only one explanation makes sense. The big loser, though, is Uber.
Google v Oracle Round 3 kicked off this week, and the stakes are high. We need a legislative solution that probably isn’t coming. Then, the FTC may be investigating Google again, but it’s hard to see their conclusion changing; and why Facebook’s study about polarization didn’t exonerate the News Feed algorithm