First some important updates about Stratechery, then Google is seeking to acquire Fitbit. Why the acquisition makes sense, and why it doesn’t.
The real antitrust concern is with potential constraints on ambient computing. Then, Google has its own Services Narrative, and Netflix’s earnings should be viewed with concern.
Google presented a vision of ambient computing that goes beyond the smartphone. The company is well-placed, but faces challenges both in the marketplace and in the mirror.
At Google I/O, Google was the opposite of defensive: the company set out to make the case that its approach made for better products that makes people’s lives better
An update on the Battle for the Home, and why Apple’s hesitance around data is both a credit and a tax — and the opposite for Google.
Google Assistant has a structural advantage when it comes to the user experience of digital assistants, which should influence the strategies of Amazon and Apple.
Follow-up Thursday: more on Google’s data exposure, then the The Battle for the Home rages on. Plus, Apple’s business model strikes again.
Amazon, Google, Apple, and Facebook are battling for the home; what are their strengths, weaknesses, go-to-market strategies, and business models, and who is the favorite? Or does it matter?
Why is Amazon selling more Alexa devices? More broadly, do the company’s house brands leave it susceptible to an antitrust challenge?
Google’s hardware event shows the company’s commitment both to devices and to artificial intelligence; just doing what you are good at, though, is not always enough.