Amazon acquires Eero, solidifying its play for the home. Then, Amazon’s Earnings show an e-commerce business that is slowing.
Satya Nadella on Microsoft
A transcript of a talk Satya Nadella gave on Microsoft to a small group of journalists.
CES and the Unification of Computing and Consumer Electronics, Google Assistant and Integration, The Modular Competition
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.
Google Data Issue Follow-Up, Battle for the Home Follow-Up, Apple’s Device Business Model
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.
The Battle for the Home
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?
Microsoft Ignite, Weaknesses To Strengths, Amazon’s Device Announcements
Microsoft’s Ignite conference was another reminder that the company no longer focuses on the consumer, a point Satya Nadella emphasized as a strength. Then, Amazon helps explain why.
New Alexa Devices, Amazon and the EU Commission
Why is Amazon selling more Alexa devices? More broadly, do the company’s house brands leave it susceptible to an antitrust challenge?
Apple Centricity, Watch Tentposts, Apple’s Philosophy and Managing Time
An overview of the WWDC keynote, including Apple’s transition away from touch, how the Apple Watch is reaching its potential, and why Apple’s approach to screen time is so refreshing.
Zuckerberg’s House Hearing, Toutiao’s Apology, Apple’s Siri Hire
Facebook CEO Mark Zuckerberg was back on the hill, using his usual talking points; the contrast with a Chinese news app, facing its own political pressure, was striking. Plus, why Apple’s Siri hire is so important.
Netflix Follow-up, Sonos + Alexa, MongoDB IPOs
Netflix cancels its non-evergreen content, and isn’t really relevant to Nielsen. Then, a Sonos and Alexa partnership makes sense for both sides, and MongoDB has a thoroughly modern IPO.