Business Models

Microsoft Teams versus Slack, Facebook Earnings

Monday, November 7, 2016

A follow-up on Microsoft Teams and Slack after having used the former; then, Facebook’s Earnings were more concerning than expected.

Slack and the Macintosh, Microsoft Teams, Slack’s Ad

Thursday, November 3, 2016

Slack made Microsoft’s Teams announcement much more exciting with a taunting ad in the New York Times, an echo of Apple’s ad welcoming IBM to the PC. That may not be the precedent that Slack wants.

Google Earnings; The Problem with Alphabet; Twitter Earnings, Layoffs, Vine

Wednesday, November 2, 2016

Google’s earnings were good, but maybe not quite as revelatory as they could be. What is clear, though, is that Google, not Alphabet, will drive growth. Then, Twitter made some changes; they’re probably not enough in the long run, but a good start.

Why Apple Shouldn’t Buy Netflix, Amazon Earnings

Tuesday, November 1, 2016

A follow-up to yesterday’s weekly article that Apple Should Buy Netflix, then a look at Amazon’s earnings.

Apple Should Buy Netflix

Monday, October 31, 2016

The fact Apple’s ‘TV’ app doesn’t have Netflix shows who has the leverage; Apple should just buy in.

Surface Studio, Nintendo Switch, and Niche Strategies

Thursday, October 27, 2016

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

Wednesday, October 26, 2016

Apple reports solid earnings with good news for the iPhone, while Google pulls the plug on Fiber.

AT&T-Time Warner Followup, The New York Times Acquires The Wirecutter, Microsoft Earnings

Tuesday, October 25, 2016

Follow up on AT&T’s acquisition of Time Warner, including why AT&T is different than Time Warner Cable and my problems with zero rating. Then, the New York Times bought The Wirecutter, and Microsoft had great earnings (as expected)

Follow-up, Snapchat Changes Publisher Monetization, The Return of the Bundle?

Thursday, October 20, 2016

Follow-up to The IT Era and the Internet Revolution, then why Snapchat’s new paid-content model is such a great idea.

Netflix Earnings, The Apple Car Reset

Tuesday, October 18, 2016

Netflix had a good quarter, but even more important is that the company continues to exemplify aggregation theory. Then, the Apple Car is getting a reset; this may be the beginning of the end.

NAW and CJ and CA CAWWWWW, DEFCON 2 for Jokic and the Nuggets, Notes on OKC, Toronto, and VJ Edgecombe

Why Apple Shouldn’t Buy Netflix, Amazon Earnings

Apple Should Buy Netflix

Surface Studio, Nintendo Switch, and Niche Strategies

Apple Earnings, The End of Google Fiber

AT&T-Time Warner Followup, The New York Times Acquires The Wirecutter, Microsoft Earnings

Netflix Earnings, The Apple Car Reset

NAW and CJ and CA CAWWWWW, DEFCON 2 for Jokic and the Nuggets, Notes on OKC, Toronto, and VJ Edgecombe

How Tim Cook Changed Apple

(Preview) Xi Wants the Strait of Hormuz Re-Opened; Cakes and An E-Commerce Crackdown; The Next Stage of Decoupling; The MATCH Act in Congress

AI Hardware, Meta Display, Redefining VR and AR

An Interview with Google Cloud CEO Thomas Kurian About the Agentic Moment

John Ternus and Apple’s Hardware-Defined Future, SpaceXAI and Cursor

NAW and CJ and CA CAWWWWW, DEFCON 2 for Jokic and the Nuggets, Notes on OKC, Toronto, and VJ Edgecombe

How Tim Cook Changed Apple

(Preview) Xi Wants the Strait of Hormuz Re-Opened; Cakes and An E-Commerce Crackdown; The Next Stage of Decoupling; The MATCH Act in Congress

An Interview with Google Cloud CEO Thomas Kurian About the Agentic Moment

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