Business Models

Apple’s “Time Flies” Event, Apple One, Fitness+ and Peloton

Wednesday, September 16, 2020

Reviewing Apple’s “Time Flies” event, including Apple One and Fitness+

Facebook’s iOS 14 Announcement, Understanding the IDFA, The Real Showdown

Thursday, August 27, 2020

What was interesting about Facebook’s iOS 14 announcement was not what it said about the IDFA, but what it didn’t say about Apple’s broader policies.

Rethinking the App Store

Tuesday, August 25, 2020

Assume that Apple is going to win versus Epic: what is a reasonable approach to the App Store that will gain more developer support?

Apple, Epic, and the App Store

Monday, August 17, 2020

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.

Qualcomm Follow-up, Twitter Earnings, Twitter Subscriptions?

Thursday, August 13, 2020

It matters that Qualcomm is a U.S. company. Then, why Twitter is struggling with advertising, and what a subscription product might look like.

Facebook’s Earnings, Apple’s Ad Exception, Facebook’s Headwinds

Tuesday, August 11, 2020

Facebook’s earning highlighted the resiliency of its business, but also its vulnerability to Apple. It now appears that Apple is going after Facebook revenue directly.

Microsoft and TikTok, The Microsoft Angle, The TikTok Angle

Monday, August 3, 2020

Understanding what is happening with Microsoft’s bid for TikTok, why the enterprise company would do the deal, and the implications for TikTok, Facebook, and others.

The Antitrust Hearing, The Role of Congress, CEO Questions

Tuesday, July 28, 2020

Congress is exactly where discussions about tech and society should be happening. Then, a list of questions for every tech CEO.

Slack Files Antitrust Complaint Against Microsoft; Tying in the U.S. and E.U.; Microsoft Concerns, Then and Now

Thursday, July 23, 2020

Slack has filed an antitrust complaint against Microsoft, and the tying allegations may have legs. Still, the fact the complaint exists is a bearish signal.

Jio Follow-up, Google Cloud Next, Kurian vs. Google

Wednesday, July 22, 2020

Jio has two big obstacles to success; then, while most didn’t pay attention to Google Cloud Next, the progress Thomas Kurian is making is impressive.

Play-In Chaos and Knueppel Slippage, Anyone But the Thunder, Title Picks and Awards Resolution

Apple’s “Time Flies” Event, Apple One, Fitness+ and Peloton

Rethinking the App Store

Apple, Epic, and the App Store

Jio Follow-up, Google Cloud Next, Kurian vs. Google

Play-In Chaos and Knueppel Slippage, Anyone But the Thunder, Title Picks and Awards Resolution

Vibe App Quality

(Preview) Six Questions on Frontier AI Labs, Messaging AI to a Skeptical Public, Amazon (and Apple?) Ramps Up Competition with Elon

TSMC Earnings, New N3 Fabs, The Nvidia Ramp

An Interview with F1 Driver and Venture Capitalist Nico Rosberg About the Drive to Win

Amazon Buys Globalstar, Delta to Add Leo, The Apple Angle

Play-In Chaos and Knueppel Slippage, Anyone But the Thunder, Title Picks and Awards Resolution

Vibe App Quality

(Preview) Six Questions on Frontier AI Labs, Messaging AI to a Skeptical Public, Amazon (and Apple?) Ramps Up Competition with Elon

An Interview with F1 Driver and Venture Capitalist Nico Rosberg About the Drive to Win

An Interview with Asymco’s Horace Dediu About Apple at 50

An Interview with Arm CEO Rene Haas About Selling Chips