Differentiation
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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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RIP Charles P. Thacker, E3 and the Importance of Clarity, Nintendo’s Differentiation
Charles Thacker invented modern computers and demonstrated how to think differently. Then, E3 is demonstrating the importance of clarity, and Nintendo is the surprising example of the benefits
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Nintendo Discontinues NES Classic Edition, A Brief History of Nintendo, Nintendo’s Solipsism
Nintendo’s decision to discontinue the NES Classic Edition doesn’t make any sense, unless you understand Nintendo. Then it makes all the sense in the world.
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Google Assistant Added to Android, Amit Singhal Out at Uber
Google Assistant is being added to Android, which makes the company’s previous statements and actions even more confusing than they already are. Then, another controversy hits Uber, but Google is implicated as well — along with the entire industry.
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Alexa: Amazon’s Operating System
Money is made at chokepoints, and the most valuable chokepoints are operating systems; Amazon is building exactly that with Alexa.
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Media Monday: Bill Simmons’ HBO Show Cancelled, Axios Unveiled (Kind-of)
It’s the return of Media Monday, including the cancellation of Bill Simmons’ TV show and the unveiling of Axios, and what both say about finding value in media.
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Amazon Re:Invent; Google vs AWS vs IBM vs Microsoft; Stratechery Gifts, Schedule, Subscription Switching
Some Stratechery announcements around gifts, schedule, and subscription switching, then a reminder that AWS is still the clear leader in the cloud, and why Google has a customer service challenge