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

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.

Boring Google

Google’s I/O was exactly what you would expect from Google, and that’s a great sign for the company.