The fact Apple’s ‘TV’ app doesn’t have Netflix shows who has the leverage; Apple should just buy in.
Microsoft’s Surface Studio and Nintendo’s Switch are exciting products because unlike previous failures, they start with the assumption that smartphones matter most
Apple reports solid earnings with good news for the iPhone, while Google pulls the plug on Fiber.
Follow up on AT&T’s acquisition of Time Warner, including why AT&T is different than Time Warner Cable and my problems with zero rating. Then, the New York Times bought The Wirecutter, and Microsoft had great earnings (as expected)
Breaking down the AT&T acquisition of Time Warner: why most antitrust criticism is wrong, what AT&T stands to benefit, why Time Warner is the big winner, and what regulators ought to focus on.
On Exponent, the weekly podcast I host with James Allworth, we discuss The IT Era and the Internet Revolution. Listen to it here.
Follow-up to The IT Era and the Internet Revolution, then why Snapchat’s new paid-content model is such a great idea.
The history of technology is of two distinct eras: information technology enhanced existing business. The Internet revolution is destroying them.
Netflix had a good quarter, but even more important is that the company continues to exemplify aggregation theory. Then, the Apple Car is getting a reset; this may be the beginning of the end.
Unsurprisingly, no one wants to buy Twitter, which will likely muddle long. Then, Amazon’s deal with VMWare makes a ton of sense for Amazon in particular; the company is also experimenting with convenience stores and music subscriptions.