2016

Exponent Podcast: Should Apple Buy Netflix?

Friday, November 4, 2016

On Exponent, the weekly podcast I host with James Allworth, we discuss Apple Should Buy Netflix. Listen to it here.

Slack and the Macintosh, Microsoft Teams, Slack’s Ad

Thursday, November 3, 2016

Slack made Microsoft’s Teams announcement much more exciting with a taunting ad in the New York Times, an echo of Apple’s ad welcoming IBM to the PC. That may not be the precedent that Slack wants.

Google Earnings; The Problem with Alphabet; Twitter Earnings, Layoffs, Vine

Wednesday, November 2, 2016

Google’s earnings were good, but maybe not quite as revelatory as they could be. What is clear, though, is that Google, not Alphabet, will drive growth. Then, Twitter made some changes; they’re probably not enough in the long run, but a good start.

Why Apple Shouldn’t Buy Netflix, Amazon Earnings

Tuesday, November 1, 2016

A follow-up to yesterday’s weekly article that Apple Should Buy Netflix, then a look at Amazon’s earnings.

Apple Should Buy Netflix

Monday, October 31, 2016

The fact Apple’s ‘TV’ app doesn’t have Netflix shows who has the leverage; Apple should just buy in.

Surface Studio, Nintendo Switch, and Niche Strategies

Thursday, October 27, 2016

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 Earnings, The End of Google Fiber

Wednesday, October 26, 2016

Apple reports solid earnings with good news for the iPhone, while Google pulls the plug on Fiber.

AT&T-Time Warner Followup, The New York Times Acquires The Wirecutter, Microsoft Earnings

Tuesday, October 25, 2016

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)

AT&T to Buy Time Warner (Pending Regulatory Approval), The AT&T Perspective, The Time Warner Perspective

Monday, October 24, 2016

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.

Exponent Podcast: The Disruption of Everything

Friday, October 21, 2016

On Exponent, the weekly podcast I host with James Allworth, we discuss The IT Era and the Internet Revolution. Listen to it here.

Play-In Chaos and Knueppel Slippage, Anyone But the Thunder, Title Picks and Awards Resolution

Exponent Podcast: Should Apple Buy Netflix?

Why Apple Shouldn’t Buy Netflix, Amazon Earnings

Apple Should Buy Netflix

Surface Studio, Nintendo Switch, and Niche Strategies

Apple Earnings, The End of Google Fiber

AT&T-Time Warner Followup, The New York Times Acquires The Wirecutter, Microsoft Earnings

AT&T to Buy Time Warner (Pending Regulatory Approval), The AT&T Perspective, The Time Warner Perspective

Exponent Podcast: The Disruption of Everything

Play-In Chaos and Knueppel Slippage, Anyone But the Thunder, Title Picks and Awards Resolution

Vibe App Quality

(Preview) Six Questions on Frontier AI Labs, Messaging AI to a Skeptical Public, Amazon (and Apple?) Ramps Up Competition with Elon

TSMC Earnings, New N3 Fabs, The Nvidia Ramp

An Interview with F1 Driver and Venture Capitalist Nico Rosberg About the Drive to Win

Amazon Buys Globalstar, Delta to Add Leo, The Apple Angle

Play-In Chaos and Knueppel Slippage, Anyone But the Thunder, Title Picks and Awards Resolution

Vibe App Quality

(Preview) Six Questions on Frontier AI Labs, Messaging AI to a Skeptical Public, Amazon (and Apple?) Ramps Up Competition with Elon

An Interview with F1 Driver and Venture Capitalist Nico Rosberg About the Drive to Win

An Interview with Asymco’s Horace Dediu About Apple at 50

An Interview with Arm CEO Rene Haas About Selling Chips