September 2021
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Cloudflare’s Disruption
Cloudflare’s new storage offering is potentially disruptive both economically and strategically.
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China’s Power Shortage, The Tech Angle, China and Bitcoin
Understanding the roots of China’s power shortages and its impact on tech; then, why China’s Bitcoin crackdown is good for Bitcoin
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Apple Bug Bounties, Apple’s Developer Relations Problem, IAC Acquiring Meredith?
Apple’s bug bounty program failures are emblematic of its larger problems with developer relations; then, why iOS 14 may be connected to IAC potentially buying Meredith
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Microsoft’s Surface Event, Facebook CTO Changes
Microsoft’s Surface team is in full alignment with the company’s strategy; then, Facebook’s CTO change makes sense, plus a re-visit of Boz’s infamous memo.
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Apple’s iPhone Event, Apple and California, Additional Notes
Apple’s iPhone event wasn’t particularly interesting, but that’s a compliment to the iPhone’s power in the market and strength in the market. If only Apple’s platform governance were as good.
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Apple Makes the Rules, Reader and Productivity Apps, High-spending Gamers
Digging into the implications of the injunction on Apple’s anti-steering provision, and why Apple still has something to lose.