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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An Interview with Gregory Allen About Transforming U.S. Defense
An interview with Gregory Allen about U.S. defense and the role that tech plays in overhauling what is a very dysfunctional process.
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Intel Changes, Qualcomm-Intel Rumors, Microsoft and Three Mile Island
Intel is making more changes, and announcing at least one deal with AWS, while Qualcomm is reportedly looking into an acquisition or merger. Plus, Microsoft is paying for restarted nuclear.
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Unity Scraps Runtime Fee, Back to Reality, Sony PlayStation Pro
Unity is scrapping its controversial runtime fee, but the reasons to institute it in the first place remain; then, Sony is rationally selling a very expensive PlayStation Pro,
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Boomer Apple
Apple is well and truly a services company; hardware is necessary but insufficient for future growth.
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iPhone Pricing, DirecTV and Disney, Bars and Sports
Why I think Apple will raise iPhone prices, plus Disney is in another carriage dispute.
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An Interview with Ben Bajarin About Smartphones, AI, and Intel
An interview with Ben Bajarin about AI’s impact on the smartphone market, including the differing strategies between Apple and Google. Then, a long discussion about what to do about Intel.
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Broadcom and Intel?, Nvidia Earnings, DOJ Investigating Nvidia
Thinking about Intel rescue plans, then Nvidia’s earnings were expectedly uneven; what is unexpected is the extent to which the Justice Department wants to punish success.