The iPhone SE, Accounting for the iPhone SE, New iPhones

The new iPhone SE inspires a revisit to Apple’s low-end strategy, which may simply be a matter of accounting. Then, Apple may be launching new iPhones despite the coronavirus.

Apple Announcements, iPhone Strategy vs iPod Strategy, Clips

Apple had several announcements that were relatively boring from a product perspective but very interesting when it comes to strategy. Plus, its new “Clips” app may point to new products in the future.

Walmart and the Multichannel Trap

Walmart wasted years trying to retrofit their model to ecommerce. Buying Jet.com will give them a better chance, but it’s almost certainly too late to compete with Amazon.

Amazon Echo Expands, The Nest Failure, Microsoft and Slack

There are a lot of useful lessons to draw from Amazon Echo’s early success, particularly when placed in contrast to Google’s Nest. Microsoft should pay heed if in fact they had a chance to buy Slack.

Microsoft’s OneDrive Debacle, Google One Take Two, Google Developing Smartphone Chips?

Microsoft’s OneDrive team unceremoniously ended its unlimited storage offer, scoring an own goal in the process. How did this screw-up happen? Then, Google is re-launching its Android One program in India — should the program even exist? Or, for that matter, should a special Android chip?

Getting Amazon (Partly) Wrong, Xiaomi in India

Good morning, I had a terrible weekend. I’ll explain why — on to the update: Getting Amazon (Partly) Wrong Back up to Friday: I was pretty pumped about Amazon’s AWS numbers at first glance, but then, while writing last Friday’s update decided they weren’t so good after all. In the process I did mess up […]