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, Privacy, and Developers; Chip Industry Structure; Stripe Sigma
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.
Intel and the Delay in Moore’s Law, Another Android Vulnerability
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.
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: Samsung’s Retreat, The Uncrossable Curve?, Gawker Writers Seek to Unionize
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 […]
Daily Update: Intel Reportedly Buying Altera, Tim Cook’s Op-Ed
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 […]
Daily Update: PayPal and Square, Facebook Payments?, Samsung: What Now?
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 […]