Google’s Search for the Sweet Spot

Google’s hardware event shows the company’s commitment both to devices and to artificial intelligence; just doing what you are good at, though, is not always enough.

Disney Shifts to Streaming, Disney Versus Netflix, ESPN

Disney is making big changes — finally. What will be fascinating to watch is if the company is willing to fully embrace the Internet and its own brand and become an aggregator.

Apple and the Oak Tree

Apple’s business, thanks to Services, is growing ever stronger, even as Apple loses the model — and the product — that made the company what it is today.

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.

Disney and Differentiated Content, Snap and Hardware

Disney may have differentiated content, but they don’t necessarily have the right business model, and may not get there. Then, could Snap really end up being a hardware company?

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.