Apple’s Social Network

Apple’s decision to stop reporting unit sales is defensible; the company, though, should provide more data to support its new growth story.

Uber’s Bundles

Uber had a good strategy, but its crisis meant Lyft had new life and the strategy was no longer workable. Now the company is pursuing something new, even though it is more complicated.

The Cost of Developers

Microsoft paid a lot for GitHub, because it had to pay directly for access to developers. It doesn’t have the leverage of users the way that Apple does on the App Store.

T-Mobile to Acquire Sprint, Microsoft’s Earnings

T-Mobile is acquiring Sprint. The deal makes a lot of sense, particularly in the context of 5G — will regulators look forward or backward? Then, Microsoft continues to own the CIO relationship.

Qualcomm, National Security, and Patents

The Trump administration blocked Broadcom’s acquisition of Qualcomm, and I think it was the right move. Understanding why means understanding Qualcomm and Broadcom’s plan for the company — and the problem with patents.