Hardware
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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.
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Starfield, an Xbox Exclusive; Xbox Cloud Gaming; New Consumer Paradigms
Microsoft’s E3 announcement give more shape to its cloud gaming ambitions, and highlight how difficult new consumers paradigms are today.
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Fearing Spotify?, Apple’s Earnings, Margins and Chips
Why I’m not worried about Spotify, plus Apple’s earnings, including why the M1 might be helping margins.
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Apple’s Shifting Differentiation
Apple is about the integration of hardware and software, but the balance between the two has shifted over time.
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Tech Earnings, Google’s Earnings, Apple’s China Question
Why tech is crushing the pandemic, then a deeper dive into Google’s earnings and Apple’s issues in China.
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An Interview with Microsoft Executive Vice-President of Gaming Phil Spencer
How gaming has changed at Microsoft, Xbox’s strategy for the next generation, and what is going on with iOS
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More on iPhone, iPhone Naming, iPhone Pricing
More on last week’s iPhone launch, specifically the names and prices of the new iPhones.
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The iPhone 12 Event, iPhone Pro Differentiation, Additional Notes
Apple’s iPhone 12 introduction was surprising, not necessarily because of the iPhone 12, but because of what Apple chose to focus on.