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.
Reviewing Apple’s “Time Flies” event, including Apple One and Fitness+
Why Samsung and Google grew apart, leaving an opening for Microsoft, who still needs access to devices.
Jio has two big obstacles to success; then, while most didn’t pay attention to Google Cloud Next, the progress Thomas Kurian is making is impressive.
How Apple’s moat was built, the parallels to the Intel transition, and more developer tension.