2018
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Tech’s Two Philosophies
Google and Facebook represent one philosophy, and Microsoft and Apple represent another; tech needs both, but ultimately platforms are more important than aggregators.
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Microsoft’s Build Keynote, Microsoft and IBM, Microsoft’s Realism
Microsoft’s Build keynote didn’t garner much attention, because there was nothing for consumers: that is exactly what made it so compelling.
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Exponent Podcast: Round Numbers
On Exponent, the weekly podcast I host with James Allworth, we discuss Divine Discontent: Disruption’s Antidote. Listen to it here.
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Divine Discontent: Disruption’s Antidote
Apple has long defeated disruption by focusing on the user experience; Jeff Bezos and Amazon, though, show that user expectations for their experience are ever-changing.
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Softbank and Sprint, Amazon Earnings, Jeff Bezos’s Letter and Interview
Sprint and the problem of fixed costs, Amazon and the advantage of fixed costs, and Jeff Bezos’ fundamental optimism
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T-Mobile to Acquire Sprint, Microsoft Earnings
T-Mobile is acquiring Sprint. The deal makes a lot of sense, particularly in the context of 5G — will regulators look forward or backward? Then, Microsoft continues to own the CIO relationship.
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Exponent Podcast: Zillow and Sustaining Aggregation
On Exponent, the weekly podcast I host with James Allworth, we discuss Zillow, Aggregation, and Integration. Listen to it here.