China
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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.
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Daily Update: iPads, PCs, and Minutes per Day; Apple’s Strength in China; Microsoft’s Mixed Results
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Daily Update: Lenovo Earnings, Windows 8 Banned, Google Buys Divide
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Daily Update: Bitcoin and China, Samsung Earnings, International Plans for Xiaomi and Lenovo
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Daily Update (2014-04-23): Samsung, Chinese Ad Companies, Google App Ads
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An Interview with Eric Jackson at Forbes
Eric Jackson recently interviewed me for his column at Forbes. I’m cross-posting here my answers to the tech industry related questions. Check out the full interview to read more about me personally and the background of stratechery. Q: Where is Apple at right now as a company in this post-Steve Jobs period? A: I think, […]