Hardware
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Amazon’s Hardware Event, Ring and Tesla, Luna
Amazon’s Alexa event was notable for how little it featured Amazon; perhaps that is why Tesla and Apple appear to be partners. Plus, the Luna gaming service.
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2020 Bundles
The state of bundles in 2020: Netflix, Disney, Amazon, Microsoft, and Apple. Plus, Microsoft’s purchase of ZeniMax.
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PS5 and Xbox, Sony’s Console, Microsoft’s Service
Sony and Microsoft have both released details about their next generation consoles, and their strategies couldn’t be more different.
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Apple, Epic, and the App Store
The App Store is not one thing: it is installation, payments, and customer management; the further Apple gets from iOS, the worse its actions are for users and developers.
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The End of OS X
OS X is retired, but fortunately, its legacy appears to live on in macOS 11.0.
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Apple Earnings, Amazon Earnings
Apple’s Earnings show the stabilizing factor of services and the upside of China; Amazon’s earnings show that supply constraints make forecasts easy.
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Apple’s Earnings, Slowing Services Growth, Apple and the Coronavirus
Apple’s surging iPhone sales and slowing services growth suggest that lots of iPhone customers are upgrading. It’s a testament to how strong Apple’s position is that revenue it misses now it catches later.
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Google and Ambient Computing
Google presented a vision of ambient computing that goes beyond the smartphone. The company is well-placed, but faces challenges both in the marketplace and in the mirror.
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Microsoft’s Surface Event, Victors and History, Microsoft’s Hardware Prospects
Microsoft (eventually) selling a phone that runs Android is not particularly meaningful in terms of its impact financially but is a totem of a major shift culturally.
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Beachheads and Obstacles
Facebook and Amazon had events on the same day for Oculus and Alexa. Both are driven by lessons from the mobile era, but Amazon seems to have learned more than Facebook.