More on Apple-Qualcomm, then Sony releases details about their next-generation console, and Jeff Bezos’ annual letter to shareholders has a decidedly different tone.
Why Bloomberg’s article about Alexa was both scare-mongering and a missed opportunity, plus why Disney’s 2015 plummet in the stock market was a blessing in disguise.
The Google Cloud Next keynote was a big improvement: Google Cloud is focusing on its go-to-market strategy, and building products that make tactical sense relative to AWS.
Spotify has filed an antitrust complaint against Apple in Europe, and their complaint shows how Senator Warren’s proposal misses the mark. Then, Amazon doesn’t appear to have market power.
More on Senator Warren’s tech antitrust proposal, why regulatory focus should be on contracts, and why 3rd-parties benefit from Amazon Marketplace.
Senator Warren’s proposal about how to regulate tech is wrong about history, the source of tech giant’s power, and the fundamental nature of technology itself. That doesn’t mean there aren’t real problems — and potential solutions — though.
There are changes afoot at HBO, driven by AT&T’s desire to compete with Netflix; that, though, risks HBO’s differentiation.
Companies succeed or fail not based on technology but rather according to their ability to integrate within their value chains.
Walmart’s earning suggest that the company’s online grocery business is doing well, even while Amazon struggles. This is not a surprise, given the two companies points of integration.
An update on the Battle for the Home, and why Apple’s hesitance around data is both a credit and a tax — and the opposite for Google.