Hardware
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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.
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Apple’s Strengths and Weaknesses
Both Apple’s strengths and weaknesses were on full display at its annual WWDC keynote; the HomePod is a perfect example.
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Amazon Echo Show, Siri Speaker, Echo Look
Echo Show is a naturally evolution of the Echo and Amazon’s goal to own the house. Siri speaker, meanwhile, is locked into iPhone thinking. Plus, the Echo Look’s focus on selfies highlights the decline in offline retail.
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Nintendo Discontinues NES Classic Edition, A Brief History of Nintendo, Nintendo’s Solipsism
Nintendo’s decision to discontinue the NES Classic Edition doesn’t make any sense, unless you understand Nintendo. Then it makes all the sense in the world.
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Apple to Build Own GPU, The Evolution of GPUs, Apple and the General-Purpose GPU
Apple is building its own GPUs, but I doubt their goal is to save money.
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Apple Announcements, iPhone Strategy vs iPod Strategy, Clips
Apple had several announcements that were relatively boring from a product perspective but very interesting when it comes to strategy. Plus, its new “Clips” app may point to new products in the future.
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Google Assistant Added to Android, Amit Singhal Out at Uber
Google Assistant is being added to Android, which makes the company’s previous statements and actions even more confusing than they already are. Then, another controversy hits Uber, but Google is implicated as well — along with the entire industry.
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Apple Earnings, Fitbit Earnings, Nintendo Earnings
Apple’s earnings showed slowing growth but a seemingly impenetrable moat; Fitbit, meanwhile, is in very bad shape, while Nintendo is learning harsh truths about the smartphone market