For years Twitter has prioritized advertisers and revenue over users and product. The problem is that the latter begets the former, but not the other way around. Product must come first, which means Jack Dorsey should be Twitter’s CEO.
Intel and the Delay in Moore’s Law, Another Android Vulnerability
Moore’s Law has officially hit a slow-down. The more important question is why — and it is necessarily as bad a thing as we expected? Plus, the latest Android vulnerability points to a big Apple advantage and the implications of tradeoffs.
Amazon’s Transformation, The Apple Music Backlash
Amazon turned a surprising profit: was it on purpose? More importantly, what does it say about the fundamental nature of Amazon as a company and as an investment? Plus, why the Apple Music backlash shouldn’t be a surprise, and a survey about meet-ups for this summer.
The Remarkable iPhone 6, The Apple Watch, Microsoft Earnings
Perhaps the most surprising thing about the iPhone 6 is that Apple itself keeps getting it wrong. Plus, some observations about the Apple Watch and an appreciation of Satya Nadella.
Google’s Impressive Earnings, Ebay’s Uncertain Future
Google had great results that were impressive not just from a dollars and cents perspective, but also from a strategic perspective. Plus, brief thoughts on Ebay as it spins off Paypal.
Is Safari the Next IE?; Rendering Engines and the Sweet Solution; China’s Stock Bubble, Continued
Suggesting that “Safari is the Next IE” has led to a fruitless discussion about whether or not the accusation is fair; incentives are more banal yet far more revealing. Plus, a continuation of last month’s discussion of the Chinese bubble: it may be bursting.
WeWork and Bubble Talk, Uber’s Losses, Microsoft Exits Consumer Space
A bit of follow-up from yesterday’s post on WeWork, and a broader discussion about the ongoing bubble talk and the squeeze on VC. Then a discussion on Uber’s losses and why no one should be surprised, and finally the end of Microsoft’s consumer business.
Unicorns
There are a lot of unicorns, but not all unicorns are created equally: even if some die the value of them in aggregate is significant.
The News App, Open Source Swift, Additional Notes from the WWDC Keynote
This update touches on why Apple Music may be a much bigger deal than I suggested, and the moves on to all the other important announcements from Apple WWDC keynote. This includes the News app, open-source Swift, and more.
Semiconductors and Industry Cycles, Deals Galore, Intel to Acquire Altera
After a brief follow-up to my Google I/O Daily Update, I dive into the history of semiconductors and how it fits the traditional industry cycle. Then, an overview of recent transactions and how they fit in.