Unity’s acquisition of Weta digital makes sense for both sides, and positions Unity to be an essential platform for tech’s future.
Cloudflare’s Disruption
Cloudflare’s new storage offering is potentially disruptive both economically and strategically.
Apple Earnings, An Interview with Jay Goldberg About Chips and Intel
Apple crushed earning, thanks in large part to China. Then, an interview with Jay Goldberg about chips generally and Intel specifically.
Intel Problems
Intel is in much more danger than its profits suggest; the problems are a long time in the making, and the solution is to split up the company.
Five Lessons From Dave Chappelle
Dave Chappelle has a new special about his old show that includes fundamental lessons about how the Internet has changed the content business.
Apple’s Shifting Differentiation
Apple is about the integration of hardware and software, but the balance between the two has shifted over time.
Disney and Integrators Versus Aggregators
Disney’s reorganization reinforces their integrated strategy; there is a lot to learn for anyone competing with Aggregators.
Nvidia’s Integration Dreams
Nvidia’s acquisition of ARM only makes sense from a financial perspective, unless you buy Jensen Huang’s datacenter dreams.
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.