Apple’s earnings point towards a disappointing quarter, and there are also clouds on the “services narrative” horizon, particularly in China. Then, Apple’s (ongoing) mistake with the iPad.
Facebook and Virtual Reality Follow-up, Tim Cook’s Speech on Privacy, What About China?
More on Facebook, virtual and augmented reality, and it’s long-term strategic play. Then, Tim Cook gave a remarkable speech on privacy; how much does Apple’s stance matter?
China’s Alleged Hardware Hack, How the Attack (Allegedly) Happened, Believability and Implications
Bloomberg has published an explosive report alleging a hardware hack that has affected multiple companies, including Apple and Amazon; both deny it. What might have happened, who can be believed, and what might happen next?
The iPhone XR Delay, India, and China; Discriminatory Job Ads on Facebook; EU Versus Internet Follow-Up
More follow-up on the iPhone, then how discriminatory job ads on Facebook demonstrate how to police bad behavior on platforms with zero marginal costs. Plus, follow-up on The European Union Versus the Internet.
Tencent’s Profit Drops, China Freezes Game Approvals, The Tencent Behemoth
Tencent’s profit dropped, in part because the Chinese government has stopped approving games. Plus, why Tencent’s approach to the games industry makes sense in China, even if Facebook’s model may be more attractive.
Apple, China, and Trump; Google Invests in JD; The Value of the China Market
More on Apple’s challenges in the Chinese market, both in the past and going forward, and then why e-commerce companies are beating everyone else, both in China and the U.S. Then, why the China market is so attractive.
Adobe Buys Magento, Podcast News, ZTE Deal Reportedly Reached
Adobe reached the logical endpoint of its digital ad build-out, but was the journey worth it? Then, news from the podcast world, and the potential resolution of the ZTE ban.
ZTE and Trump, Dropbox Earnings, Bloomberg’s Paywall
The ZTE saga takes a twist, Dropbox’s first earnings are solid, and Bloomberg shows how the rich get richer.
Platforms Versus Aggregators, What About Amazon?, Walmart Buys Flipkart
Tech’s two philosophies are also about the difference between platforms and aggregators, but even that has its own divisions. Amazon falls on both sides of the divide. Plus, why Walmart’s Flipkart purchase makes no sense.
The ZTE Ban, Tech’s Trade War Risk, China’s Delayed Approval and Apple’s Pain
The U.S. government banned companies from selling to ZTE for issues unrelated to the current trade war; that may not much matter, and Apple and other U.S. tech companies could soon feel the pain.