Huawei loses its partnership with ARM, then why the question of values was a criticism of the U.S. too (and Facebook’s arguments against regulation). Plus, the FTC wins against Qualcomm
China, Leverage, and Values
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.
Google and Huawei, Android and Huawei, The U.S. Impact
Google is pulling Android support from Huawei, which won’t make a difference in China but will have an impact internationally. Then, why Apple has the most to lose.
Apple Earnings, Apple the Services Company (for Real!)
Apple’s earnings were definitely weak in China, but the rest of the world wasn’t great either. No wonder the company is pivoting so strongly into services — and there is upside.
BuzzFeed Followup, The Future is Niche, Atlassian and Bing
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.
China Blocks Bing; Tencent, China, and Apple; Atlassian’s Earnings
China blocks Bing, which raises more questions for the most successful foreign service provider in China: Apple. Then, Tencent gets some games approved, and how Atlassian and Netflix are similar.
More on Apple and China (and Podcasts!), Apple and Duck Duck Go, WordPress Newspack
How much was Apple impacted by the arrest of Huawei’s CFO? Then, Apple’s agreement with DuckDuckGo and its connection with Google, and why WordPress Newspack is so exciting.
Apple’s Errors Follow-up, Apple’s Services Pivot, Samsung Warns on Revenue
Apple’s Errors don’t preclude the idea that prices are too high; meanwhile, the company is meaningfully pivoting to services, at least in terms of content. Then, Samsung’s pain is Apple’s gain.
Apple’s Errors
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 China Patent Case, Slack Versus Teams, Stratechery LLC’s Choice
More on Apple and China, this time because of a patent case with Qualcomm. Then, Microsoft Teams may be catching up with and surpassing Slack; I can understand why.