Apple’s Shifting Differentiation

Apple is about the integration of hardware and software, but the balance between the two has shifted over time.

Nvidia’s Integration Dreams

Nvidia’s acquisition of ARM only makes sense from a financial perspective, unless you buy Jensen Huang’s datacenter dreams.

The Slack Social Network

Slack lost to Microsoft head-to-head, but has smartly shifted to a horizontal strategy that the vertically-oriented Microsoft can’t match.

Chips and Geopolitics

TSMC showed the power of modularization, and now they are core to the U.S. national security strategy.

The Anti-Amazon Alliance

Google Shopping is changing its model, suggesting Google is joining the Anti-Amazon Alliance; 3rd-party merchants should do the same.

Email Addresses and Razor Blades

The fate of Harry’s and other DTC companies, particularly relative to companies like Credit Karma, highlight how the Internet elevates the importance of demand over supply.