WWDC highlighted how Apple’s differentiation is based on integration; the company ought not risk that differentiation for exploitive App Store policies.
F8 was all about developers, and there is reason to believe that Facebook is serious about building a real platform, particularly on messaging.
Snap’s Partner Summits continue to provide compelling looks into what Snap is building today, and how it connects to the future.
A discussion with Google CEO Sundar Pichai about Google as answering machine, its deals with publishers, privacy, and productivity.
Google’s IO seemed boring, but taken in totality, revealed Google’s ambition to create a new reality. Plus Smart Canvas and the partnership between Wear OS and Samsung’s Tizen.
Nvidia’s database CPU is not a challenger to Intel; it is the vision undergirding it that is the real threat.
The iPad is 10, and while it remains a useful device, it is ultimately a disappointment. Apple lost the vision for what the iPad could be, and never gave space for developers to figure it out for them.
Apple has won through integration, but integration combined with network effects and economies of scale can result in bad outcomes that look a lot like monopolies.
Facebook and Amazon had events on the same day for Oculus and Alexa. Both are driven by lessons from the mobile era, but Amazon seems to have learned more than Facebook.
The question of “What is a tech company” comes down to how much software and its unique characteristics affects the company’s core business.