Google gives in in Australia, not to the government, but to News Corp. Facebook, meanwhile, pulls out; they are right on the merits, but terrible at the politics.
Intel Problems
Intel is in much more danger than its profits suggest; the problems are a long time in the making, and the solution is to split up the company.
Two Crises, Tech’s Costs, Looking Forward
Too much tech power has been an impending crisis for years; that doesn’t change just how costly the crisis was. Then again, centralization might yet win.
Salesforce Acquires Slack, Salesforce’s Reasoning, Salesforce’s Opportunity
Salesforce’s purchase of Slack is a great outcome for the latter, and has huge upside for the former. There is, though, commensurate risk.
Intel’s Disruption, Intel vs. Apple, Additional Notes on the M1
Apple’s shift in differentiation shows how Intel went wrong; then, more notes on the M1, including Microsoft’s mysterious absence.
AMD Acquires Xilinx, Microsoft’s Earnings, Teams Wins
AMD’s Xilinx acquisition makes sense, even if it’s a bit boring; Teams, meanwhile, is the clear winner of the cloud integration opportunity.
An Interview with Microsoft Executive Vice-President of Gaming Phil Spencer
How gaming has changed at Microsoft, Xbox’s strategy for the next generation, and what is going on with iOS
Amazon’s Hardware Event, Ring and Tesla, Luna
Amazon’s Alexa event was notable for how little it featured Amazon; perhaps that is why Tesla and Apple appear to be partners. Plus, the Luna gaming service.
Microsoft and ZeniMax, Microsoft Ignite, Microsoft and COVID
More on Microsoft’s acquisition of ZeniMax and how it fits in with the company’s Xbox strategy, and then a review of the big themes from the company’s Ignite conference.
2020 Bundles
The state of bundles in 2020: Netflix, Disney, Amazon, Microsoft, and Apple. Plus, Microsoft’s purchase of ZeniMax.