Verizon
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SpaceX Buys More Spectrum, SpaceX’s Pivot, Why Apple and SpaceX Should Partner
SpaceX buys the spectrum it needs to be a standalone mobile carrier; the company should partner with Apple to deliver truly differentiated experiences.
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The OpenAI Hype Cycle, Microsoft’s Game Pass Failure, Verizon’s Satellites
OpenAI’s DevDay evolution mirrors the hype cycle; Microsoft’s Game Pass price raise is an admission of failure; and Verizon decides it doesn’t want to be under the thumb of SpaceX.
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SpaceX Buys Spectrum, Spectrum Specifics, SpaceX’s Big Bet
SpaceX just made a huge deal for spectrum, but they will still need partners; the real goal is knocking competition out of the game.
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Cable’s Last Laugh
Cable companies survived the great unbundling thanks to selling Internet service; they may be best place to make the bundle of the future.
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Distribution and Demand
Distribution on the Internet is free; what matters is controlling demand. AT&T and Verizon didn’t understand the distinction.
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The Idea Adoption Curve
Mapping the technology adoption curve to ideas gives insights as to which business models work on which parts of the addressable market.
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The iPhone 12 Event, iPhone Pro Differentiation, Additional Notes
Apple’s iPhone 12 introduction was surprising, not necessarily because of the iPhone 12, but because of what Apple chose to focus on.
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CES Concepts, Verizon Drops Bundles, Technology and TV
CES is boring, because no one knows what is next. Then, Verizon is dropping Internet and TV bundles, which is a rational response to the changing nature of pay-TV. It also shows how much tech disruption is still to come.
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Sports Gambling Defederalized, Amazon Channels
Sports gambling is defederalized, and the opportunity is likely larger than people think: then, Amazon Channels is another manifestation of the company’s “first customer” strategy.