Understanding what is happening with Microsoft’s bid for TikTok, why the enterprise company would do the deal, and the implications for TikTok, Facebook, and others.
The Antitrust Hearing, The Role of Congress, CEO Questions
Congress is exactly where discussions about tech and society should be happening. Then, a list of questions for every tech CEO.
Slack Files Antitrust Complaint Against Microsoft; Tying in the U.S. and E.U.; Microsoft Concerns, Then and Now
Slack has filed an antitrust complaint against Microsoft, and the tying allegations may have legs. Still, the fact the complaint exists is a bearish signal.
Jio Follow-up, Google Cloud Next, Kurian vs. Google
Jio has two big obstacles to success; then, while most didn’t pay attention to Google Cloud Next, the progress Thomas Kurian is making is impressive.
India, Jio, and the Four Internets
There are four Internets: China versus the U.S., and the E.U. and India. India’s potential new model rests on Jio.
Xi Jinping Thought, Facebook’s Blindspot, The Moat Map Revisited
A follow-up to The TikTok War, including Xi Jinping’s ideology, Facebook’s blindspot, and why TikTok should be compared to YouTube.
Slack Acquires Rimeto, New Teams Features, An Interview with Slack CEO Stewart Butterfield
An Interview with Slack CEO Stewart Butterfield about the acquisition of Rimeto and competing with Microsoft.
The Slack Social Network
Slack lost to Microsoft head-to-head, but has smartly shifted to a horizontal strategy that the vertically-oriented Microsoft can’t match.
Apple and Facebook
Apple and Facebook seem like they are in conflict, but have often been each other’s best partners.
Apple’s New Reality; Apple’s Transition Strategy; Apple v. Developers, Continued
How Apple’s moat was built, the parallels to the Intel transition, and more developer tension.