Hardware
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Xiaomi Retrenches, Lenovo’s Smartphone Struggles, The Chinese Consumer Market and Smartphones
Xiaomi’s CEO confirms how and why the company went wrong; then, why I got Lenovo wrong when it comes to smartphones. Plus, why China is such a challenging market for everyone, including Apple.
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The Ten Year Anniversary of the Apple TV
Today is being marked as the 10-year anniversary of the iPhone; it is a footnote of history that it is also the 10-year anniversary of the Apple TV. It’s a reminder that we don’t know what innovations matter until they occur.
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Alexa: Amazon’s Operating System
Money is made at chokepoints, and the most valuable chokepoints are operating systems; Amazon is building exactly that with Alexa.
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Opendoor Follow-up, Fitbit Buys Pebble Assets, GoPro Closes Entertainment Unit
The point of writing about Opendoor was to praise the ambition for the very reason that it might not work. Then, hardware continues to be hard: Pebble is out of business, and GoPro is in very big trouble.
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How Google Is Challenging AWS
AWS seems to have a dominant position in enterprise computing, but Google is trying to change the rules to favor their inherent strengths.
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Surface Studio, Nintendo Switch, and Niche Strategies
Microsoft’s Surface Studio and Nintendo’s Switch are exciting products because unlike previous failures, they start with the assumption that smartphones matter most
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Apple Earnings, The End of Google Fiber
Apple reports solid earnings with good news for the iPhone, while Google pulls the plug on Fiber.
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Twilio’s Secondary Offering, Samsung Discontinues Note 7, Is Google Assistant Exclusive?
Twilio’s secondary offering reveals another reason why the IPO process won’t change. Then, Samsung’s Note 7 is officially a disaster that will hurt the company for a long time. Google may benefit, but is the Assistant really an exclusive?
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Google and the Limits of Strategy
Google went wrong in the past by abandoning their horizontal business model; are they repeating their mistake, or does the future give them no choice?