What does the consumerization of IT even mean? Workplace by Facebook, Skype Teams from Microsoft, and Slack offer three definitions.
Tim Cook on Security, Microsoft’s Boot Loader Mistake, NSA Exploits Stolen
Tim Cook had a very good explanation for why Apple stood up to the FBI, and two different episodes this week showed why he was right.
Uber-Didi Follow-up, SalesForce Buys Quip
More on Uber and Didi, and why the evaluation of this deal depends on the lens you use. Then, why Salesforce bought Quip, and what that says about both enterprise startups and Salesforce versus Microsoft.
Why LinkedIn Sold, Dropbox is Cash Flow Positive
Why did LinkedIn sell? The company almost certainly put itself into a box of its own making, over which it had no control. Meanwhile, Dropbox is cash-flow positive, but the company has made similar mistakes.
Microsoft and Apple Double Down
Both Microsoft and Apple made news yesterday, and while one was unexpected and the other predictable, both are effectively doubling down on their strategies. And both may not matter.
Nest and Podcasting Follow-up, Box Earnings, Microsoft’s Cloud Challenge
Follow-up on Nest and Podcasting, then why Box’s numbers are a bit more worrisome than the company is letting on. Plus, a must-read article on Microsoft.
Apple and the Long Run, How Satya Nadella Killed Windows Phone
My recent pieces about Apple actually don’t have anything to do with Google I/O or WWDC; they are about structural challenges going forward. Then, Windows Phone is well and truly dead, and how Satya Nadella killed it shows how structural changes can be effective.
The Curse of Culture
It is very fair to say that Apple is threatened by the potential rise of AI. Google, though, is also threatened by its inability to own customers’ attention. The solution for both companies may entail changing their culture, a very tall order indeed.
The Full TSLA Experience, Twitter vs LinkedIn, Nintendo vs Sony
Elon Musk may be a lot of things, but he’s not exactly straight with investors, and now he’s making his biggest bet yet. Plus, the differences between Twitter and LinkedIn, and Nintendo and Sony
Antitrust and Aggregation
The European Commission’s antitrust case against Google is likely to be the first of many against aggregators, because the end game of Aggregation Theory is monopoly.