Follow-up to AI Bundling, including costs, the meaning of distribution, and centralization, and why Apple is still a product company.
Apple introduced some impressive product updates; the real news, though, were the prices, which suggested that Apple is fully embracing being a services company.
An interview with “The Metaverse” author Matthew Ball about Metaverse timing, challenges, and Netflix’s content challenges
This year’s Google I/O built on last year’s focus in a way that lends credence to Google’s longer-term goals. Plus, Pixel hardware and the problem of design by regulation.
Meta’s metaverse approach, from chips to operating systems to business models, evinces a lack of strategy.
One more point on Peloton’s poor operations, then more news from the chip industry: Intel makes an acquisition and ARM is on its own.
Breaking down what is going wrong with Peloton’s business, and why it might make sense to go in the opposite direction.
Apple, AMD, and Google all delivered great results; margins were the most interesting places for analysis.
The spate of recent acquisitions in the gaming space — Take-Two and Zynga, Microsoft and Activision, and Sony and Bungie — make sense in the context of the Smiling Curve.
Defining the Metaverse, and explaining why Microsoft is well-placed for the virtual reality opportunity