2019
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MongoDB Follow-up, AWS’ Incentives, Batteries: The iPhone’s Missing Miss
While there is reason to be concerned about the long-run future of VC-funded OSS, MongoDB is in pretty good shape thanks to its hosted service. Then, AWS and platform incentives, and why battery replacements may have hurt iPhone sales.
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AWS, MongoDB, and the Economic Realities of Open Source
Amazon’s latest offering highlights the economic challenges facing open source companies — and Amazon should pay attention.
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Exponent Podcast: A Significant Shift
On Exponent, the weekly podcast I host with James Allworth, we discuss Apple’s Errors. Listen to it here.
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CES and the Unification of Computing and Consumer Electronics, Google Assistant and Integration, The Modular Competition
Google Assistant has a structural advantage when it comes to the user experience of digital assistants, which should influence the strategies of Amazon and Apple.
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Apple’s Errors Follow-up, Apple’s Services Pivot, Samsung Warns on Revenue
Apple’s Errors don’t preclude the idea that prices are too high; meanwhile, the company is meaningfully pivoting to services, at least in terms of content. Then, Samsung’s pain is Apple’s gain.
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Apple’s Errors
Apple’s management made three errors that led to the restatement of revenue; those errors, though, suggest that the company’s business is in better shape than it appears.