Incentives
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Alexa and Cortana, Apple Moves Siri, Tim Cook’s Blindspot
Alexa and Cortana’s partnership makes sense when you consider the company’s business models, goals, and partnership impetus (and it shows why Apple and Google won’t come along). Then, why Siri’s reorganization won’t help much.
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Uber CEO Follow-up, BuzzFeed Adds Banner Ads, Google Offers Cheaper Networking
Who wanted Dara Khosrowshahi as Uber CEO? Then, BuzzFeed is making the right move in adding ads, and why Google’s seemingly innocuous decision to offer cheaper networking is so interesting.
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Uber’s New CEO
Uber has a new CEO, and the reason he is a great choice explain why the Uber job is still an attractive one.
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Disney’s Choice
Cable TV created a world where differentiated content could profit from everyone; that is why it will be hard for Disney to make the choices streaming will force on them.
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Benchmark’s Letter to Uber Employees, Is Benchmark Right?, Intel CEO Leaves Trump Advisory Board
Follow-up on Benchmark’s suit against Uber, and then why it is time for tech to draw the line with President Trump.
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The Uber Dilemma
Benchmark’s lawsuit against Uber is extraordinary; that is because Uber, despite everything, remains an extraordinary company. Game theory explains the implications.
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Microsoft’s Monopoly Hangover
There are striking similarities between Microsoft today and IBM in the Lou Gerstner era, but today’s IBM should be a warning to Redmond.
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Google Earnings, Google Cloud Growth?, Microsoft’s Milestone
Google had great earnings again, although the usual questions — and a new one, about Google Cloud — remain unanswered. Then, Microsoft returned to annual revenue growth, an impressive milestone in the company’s turnaround.
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The Justin Caldbeck Affair; The Enablers; Avis, Hertz, Waymo, and Apple
A salute to Danny Sullivan, then a note on the Justin Caldbeck affair: he must be held accountable, but so must his enablers. Then, the changing structure of the car industry.