Microsoft’s Surface Studio and Nintendo’s Switch are exciting products because unlike previous failures, they start with the assumption that smartphones matter most
Apple Earnings, The End of Google Fiber
Apple reports solid earnings with good news for the iPhone, while Google pulls the plug on Fiber.
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?
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?
Snapchat Spectacles and the Future of Wearables
Creating the future is not just about technology but about creating markets. Right now Snapchat is doing that as well as anyone, which bodes well for Spectacles (but don’t count out Apple).
Beyond the iPhone
Apple’s event may have been lacking on the surface, but it laid the groundwork for innovations that will be revealed in time. And yes, it was courageous.
Microsoft and Apple Double Down
Both Microsoft and Apple made news yesterday, and while one was unexpected and the other predictable, both are effectively doubling down on their strategies. And both may not matter.
Tony Fadell Out at Nest, Why I Was Wrong About Google and Nest, Google’s Focus
Tony Fadell is out at Nest, likely signifying the beginning of the end of a deal I initially praised. Examining why I was wrong gives a lens to understand what went wrong.
Google’s Go-to-Market Gap
Google is unique in that their business was built on being the best. The company, though, benefited from the open web. That is not the case in mobile.
Doubting the iPhone Revisited, What Has Changed, On Being Bearish
Today I revisit last year’s piece Stop Doubting the iPhone and why I may have been wrong. What data and assumptions have changed, and why?