Hardware
-
Apple and the Monopoly Question, iPhone Market Share, Apple’s Durability
More on the Apple antitrust case, and the pertinent question of whether or not the iPhone has dominant market share. Then, why the DOJ’s theory of the case is fundamentally flawed.
-
Xbox’s Announcement; Microsoft’s Messy Middle; Apple in Europe, Continued
The specifics of Microsoft’s Xbox announcements don’t portend big changes, and economic factors explain why. Then, more Apple news from the EU.
-
Xbox Games to Go Cross-Platform?, Console Context, Xbox’s Final Strategy
Xbox is poised to bring exclusive games to the PS5; this has been the logical endgame for Microsoft for a decade.
-
Vision Pro on an Airplane, The Apple TV+ Services Story, Apple Earnings Notes
Vision Pro is a revelation on an airplane, how demoes show the importance of Apple TV+, and notes from Apple’s earnings
-
The Apple Vision Pro
The Apple Vision Pro is a disappointment for productivity, in part because of choices made to deliver a remarkable entertainment experience. Plus, the future of AR/VR for Apple and Meta.
-
AI at CES, The Rabbit R1
CES is all about AI, which now describes everything. Then, the Rabbit R1 points to a future of hardware designed to lower the invocation cost of AI.
-
Google’s True Moonshot
Google could do more than just win the chatbot war: it is the one company that could make a universal assistant. The question is if the company is willing to risk it all.
-
An Interview with Anduril Co-Founder and CEO Brian Schimpf About Software and the Military
An interview with Anduril founder and CEO Brian Schimpf about why now is the time for a software-based defense contractor, despite software’s bad fit with the military procurement process.
-
Apple’s iPhone Event; Innovation and Iteration; Pricing, Inflation, and Services
Apple’s iPhone event was better than it seemed, especially if you ignore a misguided video. Then, the iPhone gets another price cut.