The question of “What is a tech company” comes down to how much software and its unique characteristics affects the company’s core business.
If there is a new tech cold war, it is one with shots fired over a decade ago, largely by China. The questions going forward are about both leverage and values.
Zillow has changed CEOs, which makes sense given the change in the company’s business model. Then, an interview with new CEO and Zillow co-founder Rich Barton.
BuzzFeed’s relative scale problem, and why venture capital doesn’t make sense for content, because the future is niche. Plus, important follow-up on Bing and Atlassian.
Apple’s management made three errors that led to the restatement of revenue; those errors, though, suggest that the company’s business is in better shape than it appears.
Apple’s decision to stop reporting unit sales is defensible; the company, though, should provide more data to support its new growth story.
Amazon, Google, Apple, and Facebook are battling for the home; what are their strengths, weaknesses, go-to-market strategies, and business models, and who is the favorite? Or does it matter?
The iPhone is a franchise, a product that will make money in well-defined ways; Apple understands that and is exploiting it more than ever before with the iPhones XS and XR.
A preview of Apple’s iPhone event, a revelatory controversy about Facebook fact-checking, and yet another pivot by Vimeo thanks to mistakes made years ago
Apple’s earnings not only held true to form, but actually had an upside surprise in ASP. Plus, what an interview with Steve Jobs reveals about differentiation and integration.