Nvidia’s database CPU is not a challenger to Intel; it is the vision undergirding it that is the real threat.
The Tragic iPad
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.
Integration and Monopoly
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.
Beachheads and Obstacles
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.
What Is a Tech Company?
The question of “What is a tech company” comes down to how much software and its unique characteristics affects the company’s core business.
The Battle for the Home
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 Bill Gates Line
Understanding the differences between aggregators and platforms matters for companies interacting with them and also regulators considering antitrust.
The Moat Map
The Moat Map describes the correlation between the degree of supplier differentiation and the externalization (or internalization) of a company’s network effect.
Ring, Alarm.com, and Bottom-up Ecosystem Building; Dropbox and Timing; Apple, China, Microsoft, the United States
More follow-up on both Ring/Amazon and Dropbox, then why Apple in China explains why the Supreme Court should rule in favor or tech companies.
Amazon Buys Ring, Ring’s Exit, Amazon’s Strategy and the Integration of the Home
Amazon is buying Ring: it makes sense for the latter to sell, and while the reasons for the former to buy are less obvious, they are equally compelling.