Hardware
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The Services iPhone
Apple introduced some impressive product updates; the real news, though, were the prices, which suggested that Apple is fully embracing being a services company.
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Google I/O; “Near Me”, Competition, and Innovation; Pixel and Fitbit
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.
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Peloton’s Operations, Intel Buys Tower Semiconductor, What Now for ARM (plus Intel + RISC-V)
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.
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Peloton Changes CEO, The Pandemic Stocks, Peloton’s Options
Breaking down what is going wrong with Peloton’s business, and why it might make sense to go in the opposite direction.
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Apple Earnings, AMD Earnings, Google Earnings
Apple, AMD, and Google all delivered great results; margins were the most interesting places for analysis.
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Gaming the Smiling Curve
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.