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.

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.