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.
The ZTE saga takes a twist, Dropbox’s first earnings are solid, and Bloomberg shows how the rich get richer.
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.
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 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.
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 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?
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
Ben is on vacation so today’s Daily Update guest writer is Ben Bajarin. One of Ben’s many responsibilities is consulting for the chip industry, and today he shares his pessimism about Qualcomm.
I think that the stock market tends to get a bad rap amongst tech pundits and executives; in fact, it is a critical part of how new companies defeat incumbents. Still, sometimes markets get it wrong and I think that is the case with Qualcomm. Plus, what Uber’s episode with New York City mayor Bill de Blasio suggests about politics and Aggregation Theory.