While the modern computing era in many respects began with the IBM System/360 mainframe and further expanded with the minicomputer, normal consumers didn’t start encountering computers until the personal computer. And, while mainframes are technically still around (while minicomputers are decidedly not), what is unique about the PC is that it is very much still […]
Docker and the Integrated Open Source Company
It’s been a long time since an open source project has gotten as much buzz and attention as Docker. The easiest way to explain the concept is, well, to look at the logo of the eponymous1 company that created and manages the project: The reference in the logo is to shipping containers, one of the […]
Daily Update: On the Occasion of Thanksgiving; Lyft Driver Destination; Apple’s Cloud Problem, Revisited
Good morning, Tomorrow is the Thanksgiving holiday in the U.S., and the markets and most tech companies will be closed for the next two days. There will also be no Daily Update. I do plan on doing some back-end work, including taking care of all outstanding issues from the transition to a single membership tierSubscribe […]
Daily Update: The Long-term Prospects of AWS, Wanelo Launches In-App E-commerce
Good morning, I wrote a new piece on Stratechery yesterday: Why Uber Fights. I’ve spent a lot of time on Uber, both on the main site and here in the Daily Update, but I didn’t have one piece that lays out exactly why I – and many others – believe the company has such incredibleSubscribe […]
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.
iCloud and Apple’s Founding Myth
From a certain perspective, what is happening to Apple this week is unfair. Both OS X and especially iOS are more secure than their competitors, and Apple has regularly prioritized security over features that customers have demanded. For example, Android has long supported custom keyboards, but Apple is only adding them in iOS 8. The […]
Daily Update: Apple’s iCloud Press Release, Fantasy Sports Site Raises $70 million, TV’s Golden Age (and Journalism)
Good morning, Yesterday I wrote the first of two planned pieces on Apple’s upcoming announcement – The iPhone 6: From Louis Vuitton to Chanel. The main thrust of my article was about the idea of “Veblen Goods” – goods that increase in demand with price. However, I think wasn’t quite precise enough in my article.Subscribe […]
Daily Update: Celebrity Photos and iCloud, Rovio CEO Steps Down, Louis Vuitton and Apple
Good morning, I hope my American readers all had a pleasant Labor Day, and the rest of you a blissful Monday. They do exist, right? My piece about my expectations for next week’s iPhone event will be published later this morning. Unfortunately, I’m probably not going to be able to make the trip. On toSubscribe […]
Daily Update: iPads, PCs, and Minutes per Day; Apple’s Strength in China; Microsoft’s Mixed Results
Good morning, I apologize that today’s update is coming in a bit late, but I trust it will be worth it! Yesterday was a double-header with both Apple and Microsoft reporting results. I’ll take both in turn, but I think one of the more interesting takeaways comes from looking at them together. On to theSubscribe […]
Daily Update: Amazon’s Strengths, Weaknesses, Threats and Opportunities
Good morning, I am on vacation this week, so instead of Daily Updates based on the news of the past few days, I am doing Strengths-Weaknesses-Opportunities-Threats (SWOT) analysis’ of five of the most important companies in tech: Microsoft, Apple, Google, Facebook and Amazon. These analysis’ are not meant to be comprehensive – I’m going toSubscribe […]