Nvidia’s database CPU is not a challenger to Intel; it is the vision undergirding it that is the real threat.
New Intel CEO Pat Gelsinger delivered a keynote with the right strategy, the right tactics, and most importantly, the right spirit to return Intel to success.
Super Follows made the news, but Twitter’s Analyst Day was interesting for more reasons than that.
Spotify’s Stream On event advertised Spotify’s ambitions to become an Aggregator. The plans were impressive, but should Spotify go even further?
Disney’s investor day showed the power of differentiated IP and optionality.
Apple’s shift in differentiation shows how Intel went wrong; then, more notes on the M1, including Microsoft’s mysterious absence.
Apple is about the integration of hardware and software, but the balance between the two has shifted over time.
Apple’s iPhone 12 introduction was surprising, not necessarily because of the iPhone 12, but because of what Apple chose to focus on.
Amazon’s Alexa event was notable for how little it featured Amazon; perhaps that is why Tesla and Apple appear to be partners. Plus, the Luna gaming service.
More on Microsoft’s acquisition of ZeniMax and how it fits in with the company’s Xbox strategy, and then a review of the big themes from the company’s Ignite conference.