Microsoft (eventually) selling a phone that runs Android is not particularly meaningful in terms of its impact financially but is a totem of a major shift culturally.
Facebook and Amazon had events on the same day for Oculus and Alexa. Both are driven by lessons from the mobile era, but Amazon seems to have learned more than Facebook.
Apple has updated its Siri policy, but misses a middle way on privacy that Amazon gets right. Then, Alexa has an opening in cars, but probably not for long.
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
Why Bloomberg’s article about Alexa was both scare-mongering and a missed opportunity, plus why Disney’s 2015 plummet in the stock market was a blessing in disguise.
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.
Amazon acquires Eero, solidifying its play for the home. Then, Amazon’s Earnings show an e-commerce business that is slowing.
A transcript of a talk Satya Nadella gave on Microsoft to a small group of journalists.
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.