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Latest Podcast

Concepts

Evolution of Technology

  • What Is a Tech Company?

    The question of “What is a tech company” comes down to how much software and its unique characteristics affects the company’s core business.

  • [FREE] Jony Ive Leaves Apple, Ive’s Legacy, The Post-Ive Apple

    Jony Ive is leaving Apple: how it happened, Ive’s legacy, and what it means for Apple going forward.

  • Disney and the Future of TV

    TV is moving from a world where distribution dictates business models to one where business models need to fit the jobs consumers want done. That is the best way to understand Disney’s latest announcement.

  • Where Warren’s Wrong

    Senator Warren’s proposal about how to regulate tech is wrong about history, the source of tech giant’s power, and the fundamental nature of technology itself. That doesn’t mean there aren’t real problems — and potential solutions — though.

  • AWS, MongoDB, and the Economic Realities of Open Source

    Amazon’s latest offering highlights the economic challenges facing open source companies — and Amazon should pay attention.

  • Antitrust, the App Store, and Apple

    Apple’s case before the Supreme Court is about standing; Apple has a strong case. That, though, doesn’t mean the App Store isn’t a monopoly — and that Apple isn’t increasingly predicated on rent-seeking.

  • The Experience Economy

    SAP’s acquisition of Qualtrics shows how the shift in technology has changed business; it is a perfect example of using the Internet to one’s advantage.

  • IBM’s Old Playbook

    IBM has bought Red Hat in an attempt to recreate its success in the 90s; it’s not clear, though, that the company or the market is the same.

  • Paul Allen Passes Away, Photoshop on iPad Announced, The App Store and Incumbents

    Paul Allen helped create Microsoft, but it didn’t define him. Then, Photoshop for the iPad is announced; it has a chance because it’s from a big company.

  • The iPhone Franchise

    The iPhone is a franchise, a product that will make money in well-defined ways; Apple understands that and is exploiting it more than ever before with the iPhones XS and XR.