The problem with AMD’s modularity approach; then, Trump attacks tech. The claims are baseless but that hardly means the industry is in the clear.
Uber Follow-up; GlobalFoundries Abandons 7nm; Pricing Power, Differentiation, and Integration
Not all of Uber’s efforts are new, but the urgency is. Then, there are only three foundries pursuing 7nm, which means more pricing power (and how this applies to Uber and self-driving cars).
Adobe Buys Magento, Podcast News, ZTE Deal Reportedly Reached
Adobe reached the logical endpoint of its digital ad build-out, but was the journey worth it? Then, news from the podcast world, and the potential resolution of the ZTE ban.
ZTE and Trump, Dropbox Earnings, Bloomberg’s Paywall
The ZTE saga takes a twist, Dropbox’s first earnings are solid, and Bloomberg shows how the rich get richer.
The ZTE Ban, Tech’s Trade War Risk, China’s Delayed Approval and Apple’s Pain
The U.S. government banned companies from selling to ZTE for issues unrelated to the current trade war; that may not much matter, and Apple and other U.S. tech companies could soon feel the pain.
Qualcomm, National Security, and Patents
The Trump administration blocked Broadcom’s acquisition of Qualcomm, and I think it was the right move. Understanding why means understanding Qualcomm and Broadcom’s plan for the company — and the problem with patents.
The Athletic Raises $20 Million, Four Stories on Tech and Politics
The Athletic is right to go for it, and raise more VC money. Then, tech and politics is only becoming more complicated as national security concerns enter the debate.
Lexmark and Patent Exhaustion, Patents and First Principles, Lexmark and Apple Versus Qualcomm
The Supreme Court has issued a decision about patents that is genuinely good news, both in the short term and potentially the long term. Plus, it also benefits Apple in their dispute Qualcomm.
Qualcomm Sued by FTC, Apple; The Cases Against Qualcomm; Google Buys Google Ads
Qualcomm was sued by both the FTC and by Apple; Apple seems to have a much stronger case. Then, is Google buying Google ads a bad thing?
Samsung Buys Harman International, Qualcomm Acquires NXP, The Nintendo Classic Edition
Both Samsung and Qualcomm are moving into cars: I like Samsung’s move better, but both make sense. Then, Nintendo continues to have trouble adapting to the reality of today’s market