Countries
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AT&T Pulls Out of Huawei Deal, Apple’s Other China Problem, YouTube’s Logan Paul Decision
AT&T skipped out on its deal with Huawei, reportedly under political pressure. Expect more tech issues between the U.S. and China, and Apple has the most to lose.
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Ends, Means, and Antitrust
Google is a monopoly, and almost certainly a bad actor: shopping, though, is a terrible example that shows how regulators can go wrong.
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Apple-WeChat Follow-up, Windows 10 S and the Education Market
Apple was never in a position to respond to WeChat, just as Microsoft couldn’t respond to Google. Then, Chromebooks win in education for more reasons than cost.
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Microsoft, eBay, and Tencent Invest in Flipkart; The Indian E-Commerce Market; Lyft Raises $500 Million
Microsoft, eBay, and Tencent are investing in Flipkart: the opportunity is just too big to miss out on, even if Amazon looks ever stronger. It’s the same reason investors are putting more money into Lyft.
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Xiaomi Retrenches, Lenovo’s Smartphone Struggles, The Chinese Consumer Market and Smartphones
Xiaomi’s CEO confirms how and why the company went wrong; then, why I got Lenovo wrong when it comes to smartphones. Plus, why China is such a challenging market for everyone, including Apple.
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Airbnb Christmas Q&A, Airbnb and Flights, Apple-China Follow-up
Airbnb CEO Brian Chesky had a Twitter Q&A on Christmas, which is a terrible idea for product development but an interesting insight into the power Airbnb derives from owning users. Might that be applied to flights? Then, more on Apple and China.
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Trump Appoints China Hawk to Trade Council, Apple and Chinese Manufacturing, Automation and Apple’s Risk
Tech generally and Apple in particular has reason to be concerned about Trump’s recent appointments; the company would be the biggest loser in any trade dispute