Apple’s Errors don’t preclude the idea that prices are too high; meanwhile, the company is meaningfully pivoting to services, at least in terms of content. Then, Samsung’s pain is Apple’s gain.
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).
Fortnite is skipping out on Google Play, and Netflix is trying to get out of the App Store. That’s not great for Apple and Google, but the effort is hardly a surprise.
Apple’s earnings not only held true to form, but actually had an upside surprise in ASP. Plus, what an interview with Steve Jobs reveals about differentiation and integration.
Xiaomi’s IPO shows a company that has come full circle but still has a long ways to go. Then, Samsung remains reliant on components for profit, and both companies show that the Smiling Curve applies to smartphones more than ever.
More evidence of faltering Snapchat growth, and a cautionary tale from LINE. Then, lots of news from Samsung, a company doing much better than most think.
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
A reminder that the bubble problem applies to everyone, while Twitter is losing a key exec. Then, the riddle of Assistants on premium Android, and three Snapchat updates.
Twilio’s secondary offering reveals another reason why the IPO process won’t change. Then, Samsung’s Note 7 is officially a disaster that will hurt the company for a long time. Google may benefit, but is the Assistant really an exclusive?
Samsung seems to have handled the exploding Note 7 as well as they could have, Fitbit releases new products that raise questions about Apple Watch pricing, and a follow-up on Apple’s tax mess