Intel is in an increasingly bad position in part because it has been captive to its integrated model. Or, you could simply say they were disrupted.
Morris Change, the founder of TSMC, is one of the most important tech figures in history. Then, follow-up on Microsoft-GitHub, Apple and the App Store, and Facebook and the New York Times. Plus, why Valve is getting platform control right.
Microsoft Teams is another example where Windows held too much sway. Then, ARM might be coming to the Mac; if it is, it shows the importance of commitment.
Apple’s business model lets the company sell privacy, but privacy shouldn’t compromise the business model. Plus, why developers can (still) deepen Apple’s moat, and how the chip, payments, and even publishing industry are similar.
Moore’s Law has officially hit a slow-down. The more important question is why — and it is necessarily as bad a thing as we expected? Plus, the latest Android vulnerability points to a big Apple advantage and the implications of tradeoffs.
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.
Good morning, Moore’s Law really is fifty years old: the original paper was in 1965, not 1975. Ugh! On to the update: Samsung’s Retreat While I have used the smiling curve to explain the dilemma facing publishers, as I noted at the time the very concept came from the world of Asian OEM’s — Acer […]
Good morning, I got a ton of responses about the Weekly Wrap-up, with probably about 75% in favor. To be clear, I have no intention of turning the Daily Update into YAENWABOLASWC (Yet-Another-Email-Newsletter-With-A-Bunch-Of-Links-And-Some-Witty-Commentary). Some weeks just happen to be busier than others, and I have a lot of opinions ;). Anyhow, I really appreciate the […]
Good morning, As I note below, I finally posted my PayPal article. Check it out! On to the update: PayPal and Square Yesterday I wrote on Stratechery about how PayPal is destined to grow increasingly irrelevant as innovation in the payments space moves to merchant account-based purchases: PayPal’s success in solving the peer-to-peer problem has […]