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
Ben Bajarin: The Beginning of the End of Qualcomm, The Disruptive Nature of ARM
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.
In Defense of Markets, The Qualcomm Mess, Uber and de Blasio
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.
Semiconductors and Industry Cycles, Deals Galore, Intel to Acquire Altera
After a brief follow-up to my Google I/O Daily Update, I dive into the history of semiconductors and how it fits the traditional industry cycle. Then, an overview of recent transactions and how they fit in.
Daily Update: Felix Salmon Thinks Journalism is a Bad Idea, Qualcomm’s China Settlement, AMC Added to Sling TV
Good morning, I apologize that today’s Daily Update is so late; I had problems with my CMS, which, if you squint, are quite ironic given today’s topic. Anyhow, on to a bit of political philosophy this morning; I hope you don’t mind. On to the update: Felix Salmon Thinks Journalism is a Bad Idea Here’sReading […]
Daily Update: Samsung and Qualcomm, AOL: Stuck in the Middle, New York Times Reports Strong Results
Good morning, Thanks for the responses to my Daily Update RSS Usage survey – if you missed it yesterday, I’m exploring options for updating my site, and need to understand how important RSS usage for the Daily Update is to you. On to the update: Samsung and Qualcomm The Samsung-Qualcomm soap opera – in manyReading […]
Daily Update: Google to Become MVNO?, Samsung vs Qualcomm, Box Prices IPO
Good morning, I just posted a new episode of Exponent that follows up on last week’s copyright discussion, discusses The End of Trickle-Down Technology, and reviews Microsoft’s event. Do note that we recorded before I wrote yesterday’s update, so my thoughts weren’t as fully formed. On to the update: Google to Become MVNO? Amir EfratiReading […]