The State of Technology, at least in the enterprise space, is strong; consumer tech is another story, and it is time to question the dominance of big companies like Google.
Apple’s China Patent Case, Slack Versus Teams, Stratechery LLC’s Choice
More on Apple and China, this time because of a patent case with Qualcomm. Then, Microsoft Teams may be catching up with and surpassing Slack; I can understand why.
AWS:reInvent and Outposts, AWS and Machine Learning; YouTube Retreats on Premium Video
The AWS re:Invent conference had two important themes: the importance of hybrid offerings and machine learnings; then, unsurprisingly, YouTube’s premium video efforts ended up not working out.
Google Cloud Changes CEOs, Layers of Surprise (or Not), The VMWare Analogy
Google Cloud has a new CEO: the news is a surprise at first glance, but may make more sense than it seems. To understand why, look at VMWare, outgoing Google Cloud CEO Diane Greene’s most famous startup.
IBM-Red Hat Follow-up, Microsoft Earnings, Amazon Earnings
More on IBM and Red Hat, then Microsoft and Amazon’s earnings.
Paul Allen Passes Away, Photoshop on iPad Announced, The App Store and Incumbents
Paul Allen helped create Microsoft, but it didn’t define him. Then, Photoshop for the iPad is announced; it has a chance because it’s from a big company.
Google Data Issue Follow-Up, Battle for the Home Follow-Up, Apple’s Device Business Model
Follow-up Thursday: more on Google’s data exposure, then the The Battle for the Home rages on. Plus, Apple’s business model strikes again.
Microsoft Ignite, Weaknesses To Strengths, Amazon’s Device Announcements
Microsoft’s Ignite conference was another reminder that the company no longer focuses on the consumer, a point Satya Nadella emphasized as a strength. Then, Amazon helps explain why.
Xbox All Access Pass, The Eighth-Generation of Consoles, Console Subscriptions: Now and the Future
Microsoft is announcing a new subscription plan for Xbox that includes the console; it is modest for now, but could be a bigger deal in the future.
Amazon Switches?, AWS Versus Azure, Photoshop on iPad
Amazon’s rumored move into Switches is being framed as being about Cisco, but I suspect it’s about Microsoft. Then, Adobe is making Photoshop for iPad, which benefits from subscriptions.