Apple’s original competitive advantage — the integration of hardware and software — is more durable than disruption theory would suggest.
The Kinect and Face ID, Face ID Production Problems, The iPhone X Timeline
The Kinect is to Face ID as Windows Mobile was to the iPhone: new technologies often need new paradigms. Then, when it come to reported Face ID production delays there is a lot of smoke for there not to be fire.
Apple and the Oak Tree
Apple’s business, thanks to Services, is growing ever stronger, even as Apple loses the model — and the product — that made the company what it is today.
Facebook Messenger Rolling Out Ads, Facebook’s Product Development Strategy, How Should Messenger Monetize?
Facebook Messenger is rolling out display ads that feel like a shortcut to monetization, a discouraging sign for both the short and long term.
YouTube and the iPhone, Facebook Wins Privacy Case
The lessons that can be learned from YouTube and the iPhone, plus Facebook’s problematic victory in a privacy case.
Bill Gurley Leaves Uber’s Board, Uber Adds Tipping, Chris Lattner Leaves Tesla
Bill Gurley ultimately believes in the Uber idea, and it probably cost both Kalanick and him their jobs. Then, why it’s a problem that Uber is adding tipping, plus the news that Chris Lattner is leaving Tesla.
Apple’s Strengths and Weaknesses
Both Apple’s strengths and weaknesses were on full display at its annual WWDC keynote; the HomePod is a perfect example.
Twitter, Live, and Luck
Last night’s Academy Awards show was another event that showed how special Twitter is; the fact that you had to be there shows just how badly the company has failed to evolve.
Twitter/Snapchat/Instagram Follow-up; LINE Earnings; Samsung Batteries, Monopsony Power, Earnings
More evidence of faltering Snapchat growth, and a cautionary tale from LINE. Then, lots of news from Samsung, a company doing much better than most think.
The Future of Enterprise Software, Atlassian Earnings, An Interview with Scott Farquhar
What does the future of enterprise software look like? Atlassian has an idea, so I interviewed their CEO.