Articles
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Boomer Apple
Apple is well and truly a services company; hardware is necessary but insufficient for future growth.
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Intel Honesty
The best way to both save Intel and have leading edge manufacturing in the U.S. is to split the company, and for the U.S. government to pick up the bill via purchase guarantees.
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Integration and Android
The most important takeaway from Google’s Pixel event is that it is Android that matters most, and Google’s integration with Android is worth preserving if the goal is spurring innovation.
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Friendly Google and Enemy Remedies
The DOJ brought the right kind of case against an Aggregator, which stagnates by being too nice; the goal is for companies to act like they actually have enemies.
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Crashes and Competition
The recent Windows crashes are downstream from trying to encourage competition in areas Microsoft should have never made open to begin with, highlighting the challenge for regulators.
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Apple Intelligence is Right On Time
Apple is expected to announce a range of AI features at WWDC; the company is well placed to benefit from AI: they are not too late, but right on time.
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Windows Returns
Microsoft held its most compelling Windows’ event in years, because Windows is no longer the center of the company.