Strengths=Weaknesses
Successful companies optimize themselves from one approach; to do something different is often impossible.
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Both Apple’s strengths and weaknesses were on full display at its annual WWDC keynote; the HomePod is a perfect example.
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Google is unique in that their business was built on being the best. The company, though, benefited from the open web. That is not the case in mobile.
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By winning on the web, PayPal was actually disadvantaged when it came to competing in mobile, because its incentives were already shaped by a different problem.
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Jensen Huang’s Affair, The Culper Report, Huang’s Righteousness
Nvidia CEO Jensen Huang admitted to an affair with a Chinese spy, and that might not be the end of his troubles. I hope he survives, but his influence will never be the same.
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Google I/O, World Models, I/O Spaghetti
Google I/O put AI everywhere, for better and for worse. Meanwhile, is DeepMind aligned with Google’s business objectives?
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Apple and the Ghosts of Companies Past
Apple is not doomed, but for the first time in a long time its long-term fortunes are cloudy; the time to make change is now.
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Zoom’s “Genuine Oversight”, Zoom’s Strengths and Weaknesses, Virality Versus Network Effects
Zoom has another screwup, this time in terms of reporting how many users it has. It is a disturbing pattern and a reminder that strengths are weaknesses.
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Microsoft Ignite, Weaknesses To Strengths, Amazon’s Device Announcements
Microsoft’s Ignite conference was another reminder that the company no longer focuses on the consumer, a point Satya Nadella emphasized as a strength. Then, Amazon helps explain why.
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Stratechery 4.0 Follow-up, Apple’s Educational Event, The Meaning of Better
A quick aside as to why Stratechery doesn’t have an app, then a review of Apple’s educational event, and why the company’s business model limits it in education relative to Google.