Good morning, A short update today, followed by a request for feedback. On to the update: Apple and Disruption There is a new piece on Stratechery called Best. In summary: Low-end modular-based disruption is real, but it can be forestalled if the integrated incumbent can consistently deliver a superior user experience (i.e. be the “best”)Subscribe […]
Daily Update: Yik Yak and the Social-Communication Map, Recode Removes Comments, The Problem with Apple’s (RED) Campaign
Good morning, This week is Thanksgiving in the U.S., so expect much of the tech world to slowly grind to a halt over the next couple of days. I plan on having an article on Stratechery hopefully later today, but no Daily Update on Thursday or Friday. On to the update: Yik Yak and theSubscribe […]
Daily Update: A Positive Sign for Intel, and a Bad One; Apple WatchKit
Good morning, I almost edited out the line in yesterday’s piece about Uber that stated Emil Michael would probably be fired, and I probably should have: CEO Travis Kalanick seemed to suggest in a tweetstorm that Emil Michael wasn’t going anywhere. Of course things could change, but what kind of CEO would keep someone onSubscribe […]
Daily Update: Initial Thoughts on Microsoft Office, Amazon Echo, WireLurker
Microsoft made a stunning announcement about Microsoft Office that both shows they understand their position and demonstrates how much delay cost them. Then, the Amazon Echo could be a much bigger deal that people think; it is a very different product than the Fire phone. Finally, a concerning new vector for malware on iOS.
Daily Update: Peak Google and Disruption’s Cousins, Twitter Fabric, Mark Zuckerberg 講中文
Good morning, I have to admit, after writing yesterday’s posts on IBM and Google, and recording an episode of Exponent earlier today (it will be posted tomorrow), I’m a bit zonked. Let me get a cup of coffee… OK, I’m back. On to the update: Peak Google and Disruption’s Cousins I posted a piece lateSubscribe […]
Daily Update: The Disruption of IBM, An Alternate View of IBM’s 2015 Profit Goal, IBM Sells Fabs to GlobalFoundries
IBM was turned around once, but the turning around made the company ripe for disruption by cloud computing.
The Diminished iPad
Something very strange is happening this week: there is an Apple event, and very few people – including myself – are particularly jazzed up about it. Oh sure, I’ll watch it, and I hope I’m surprised, but there is very little in the rumor mill – a retina iMac, OS X Yosemite, and the iPad […]
Daily Update: Ello Follow-up, Windows 10, Apple Watch in Paris
Good morning, The biggest news yesterday was that Ebay plans to spin off Paypal. I definitely think this is the right move, but I also suspect it’s too late. I plan to write more about it in a day or two. On to the update: Ello Follow-up I was actually surprised I didn’t get moreSubscribe […]
Daily Update: Japan and the Distinction Between Consoles and Mobile Gaming, Gaming in China and Asia, Xbox China Launch Delayed
Good morning, Until a few months ago gaming in general was a bit of a blind spot for me, and I think was hardly alone in that among technology observers. Still, it always bothered me that, for example, Apple spent so much time on gaming in their keynotes, yet I simply spaced out. So, asSubscribe […]
Daily Update: Amazon’s New Devices, Sony Gets Crushed, Apple Takes Aim on Google
2014-09-18 Good morning, From my email, it seems like my post yesterday about Apple Watch surprised a few of you (please check out the full piece on Stratechery, as it differed from yesterday’s email in a few key areas). I don’t like changing my mind, but I hate being wrong more, and I changed mySubscribe […]