Apple settled its lawsuit with Qualcomm, while Intel exited cellular modems: how are these event connected? Then, why Apple miscalculated in its decision to sue Qualcomm.
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.
Apple App Store Follow-up, AWS ARM Servers, Intel’s Choice
More on Apple’s App Store monopoly, including why it’s different from Google and Steam, and far more egregious than other digital platforms. Then, Amazon announced ARM chips for AWS: what changed, and what does this mean for Intel.
Qualcomm Loses Preliminary Judgment; Qualcomm Earnings; More on Netflix and MVPDs
A federal judge rules against Qualcomm in a clear victory for Apple, just another area where Qualcomm is struggling. Then, why is Netflix allowing itself to be commoditized, at least a bit, by MVPDs?
AMD and Modularity Follow-Up, Trump and Tech, Tech’s Vulnerability
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.