When it comes to struggling companies like Snap, bullishness is all relative — and there’s a big red flag in their earnings. Then, John Perry Barlow passed away: his influence was immense, even on surprising entities like Disney.
HomePod Goes on Sale, The Smartphone and the End of History, The Success of the Nintendo Switch
The HomePod goes on sale tomorrow — finally — and it’s still not clear whether or not Apple is ready to move beyond the smartphone; the success of the Nintendo Switch suggests the world isn’t waiting.
Amazon Go and the Future
Amazon Go exemplifies how Amazon is building its monopoly in three ways: horizontally, vertically, and financially. Plus, why automation is worth being optimistic about.
Apple at Its Best
Apple’s original competitive advantage — the integration of hardware and software — is more durable than disruption theory would suggest.
Tech Goes to Washington
Facebook, Google, and Twitter testified before a Senate committee: it provided evidence of how tech prefers power over decentralization, even if it means regulation
Gatekeepers Follow-Up, Hollywood and Venture Capital, The New York Times versus Tech
The removal of Gatekeepers should not drive the demand for new ones; then, why venture capital has a lot in common with Hollywood, which should serve as a warning. Finally, a reminder, courtesy of the New York Times, of why the Fake News campaign is dangerous.
Google’s Search for the Sweet Spot
Google’s hardware event shows the company’s commitment both to devices and to artificial intelligence; just doing what you are good at, though, is not always enough.
Trustworthy Networking
The problems Facebook are facing today are the result of running into the future without considering unintended consequences, much like Microsoft and the Internet. There are clear solutions for the ad problem, but the filter bubble issue is much more fraught.
The Super-Aggregators and the Russians
Facebook is in trouble — again — for Russian ads about the election; figuring out how to deal with them requires first understanding that Facebook, like Google, is a Super-Aggregator. It faces zero transaction costs in all parts of its business.
The iPhone 8 Price Rise, The Cellular Apple Watch, Apple TV 4K and Disney
The iPhone 8 price raise was unexpected and a reminder of how much Apple values margin. Then, the cellular Apple Watch was the real glimpse of the future, and why no one should be surprised Disney didn’t make a deal with Apple.