Google and Huawei, Android and Huawei, The U.S. Impact

Google is pulling Android support from Huawei, which won’t make a difference in China but will have an impact internationally. Then, why Apple has the most to lose.

Google Fights Back

At Google I/O, Google was the opposite of defensive: the company set out to make the case that its approach made for better products that makes people’s lives better

Twitter’s Earnings, Snap’s Earnings, Escaping the Duopoly

Twitter and Snap both had encouraging earnings, for reasons that were both similar and also unique to each company and their history. Perhaps there is hope for consumer tech companies after all — and maybe Facebook and Google aren’t so bad.

Uber Questions

Uber’s S-1 raises more questions than it answers

Disney and the Future of TV

TV is moving from a world where distribution dictates business models to one where business models need to fit the jobs consumers want done. That is the best way to understand Disney’s latest announcement.

Google Cloud Next, Anthos, Google Cloud and Open Source

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.

A Regulatory Framework for the Internet

Regulators need to stop blindly regulating “the Internet” and instead understand that every part of the Internet stack is different, and only one part is suffering from market failure.