Understanding the differences between platforms and Aggregators is critical when it comes to considering regulation.
The AWS re:Invent keynote was quite compelling, as Amazon made the case for enterprises to not simply transition to the cloud but to transform their approach to IT — which, of course, favors Amazon.
Trump visited the Mac Pro factory, and people are disappointed in Tim Cook. First off, tariffs are certainly the driving fact, but I am disappointed too, for different reasons than most.
Microsoft’s Ignite keynote and announcements show a company that is back to the same strategy it has always had, just one a new value chain.
Microsoft won the JEDI contract with the Department of Defense under questionable circumstances, which shouldn’t disguise the fact that Microsoft had a compelling case. Then, Microsoft’s earnings are impressive but too vague.
Microsoft (eventually) selling a phone that runs Android is not particularly meaningful in terms of its impact financially but is a totem of a major shift culturally.
The question of “What is a tech company” comes down to how much software and its unique characteristics affects the company’s core business.
Apple Card launched without a website, which suggests something fundamental about Apple’s nature. Then, revisiting a Stratechery article from six years ago.
Microsoft continues to crush earnings with its integrated approach. Then, Teams passed Slack, and its lead will likely widen, because it is a sustaining technology, not a disruptive one. Plus, the importance of Microsoft partners.
Facebook’s FTC fine is being pilloried, but it really is large and unprecedented. Plus, why Facebook critics were asleep at the wheel. Then, Microsoft saving Apple has an analogy to IBM, and is a potential argument in favor of antitrust action.