Google went wrong in the past by abandoning their horizontal business model; are they repeating their mistake, or does the future give them no choice?
Spotify to Buy Soundcloud?, Apple Logs iMessage Contacts, Aetna and Apple Watch
Once you understand Spotify’s long-term business model buying Soundcloud makes a lot of sense. Then, Apple didn’t do anything wrong with iMessages, other than show they’re (rightfully) not privacy absolutists. Plus a few quick words on a big deal with Aetna.
Oracle’s Cloudy Future
Larry Ellison has declared that Oracle is a cloud company, but their customer offering seems more suited to the world that was.
Twitter to Sell?, Twitter’s Paradoxes, Whither Google?
Twitter is caught in three paradoxes that make the company nearly impossible to sell, even if that is exactly what needs to happen
Samsung “Recalls” Galaxy Note 7, Fitbit Updates Fitness Trackers, Apple to Repatriate Profits?
Samsung seems to have handled the exploding Note 7 as well as they could have, Fitbit releases new products that raise questions about Apple Watch pricing, and a follow-up on Apple’s tax mess
Apple’s EU Tax Problem, How Apple Pays Taxes…Eventually, Everyone is a Loser
Apple has to pay Ireland a lot of money…maybe. Why this is probably a bad decision, and why everyone involved is a loser.
Google, Uber, and the Evolution of Transportation-as-a-Service
The competition between Uber and Google has broken out into the open: who has the advantage in the evolution of transportation-as-a-service, and who will likely win?
Sports and TV Follow-up, Intel Licenses ARM IP
First, why I don’t think sports is a bubble, then, Intel finally gives in to reality and licenses ARM IP, a necessary step in becoming a foundry-for-hire.
Google Earnings, Microsoft Earnings
Google’s earnings were fantastic, but I’m still not totally convinced about their shift to mobile. Microsoft’s were good as well, but what was under the surface was more important.
Amazon’s Overwhelming Leverage, P&G Scaling Back Targeted Facebook Ads, Facebook Earnings
In case I wasn’t clear in yesterday’s article, Walmart really has no chance to catch Amazon in e-commerce. Then, the news that P&G will reduce targeting isn’t a surprise, but it’s not necessarily that much of a problem for Facebook. Plus, notes on Facebook’s earnings.