Making Money
Business models are the surest way to understand a company’s motivations.
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For Apple, hitting middle age means a strategy primarily focused on monetizing its existing customers. It makes sense, but one wonders what happens next.
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The impact of Facebook’s News Feed changes on the media is far less interesting than what the changes — and their stated purpose — say about Facebook itself.
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Google is at its best when its product focus follows its business model; for too long Android was a detour.
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Daily Update: The Content Creator Opportunity, Firefox’s “Strategic Choice”, Qualcomm to Build ARM Server Chips
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Daily Update: Tim Cook’s Announcement; Twitter Changes, Again; Nintendo’s Turnaround
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Daily Update: A Tale of Three Smartphone Makers, Microsoft Health and the Microsoft Band
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Daily Update: Microsoft Earnings and Surface’s Alleged Success, Amazon Earnings and the Fire Fantasy, The End of the Apple-GT Advanced Saga
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Peak Google
Despite the hype about disruption, the truth is most tech giants, particularly platform providers, are not so much displaced as they are eclipsed. IBM, for example, has been successfully selling and servicing mainframes for going on 50 years (although they are now in serious trouble (members-only)). During the PC era, though, they were eclipsed by […]
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Daily Update: The Disruption of IBM, An Alternate View of IBM’s 2015 Profit Goal, IBM Sells Fabs to GlobalFoundries
IBM was turned around once, but the turning around made the company ripe for disruption by cloud computing.
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Daily Update: Apple Earning, Apple Pay Launches