Facebook’s reorganization into Meta is the ultimate bet on the power of founder control.
Apple’s MacBook Pro Event; The Bitcoin Futures ETF; Bitcoin, Regulation, and Utility
Quick notes on Apple’s MacBook Pro event, then a discussion of why there is a Bitcoin Futures ETF but not one for Bitcoin itself.
Microsoft’s Surface Event, Facebook CTO Changes
Microsoft’s Surface team is in full alignment with the company’s strategy; then, Facebook’s CTO change makes sense, plus a re-visit of Boz’s infamous memo.
Apple’s iPhone Event, Apple and California, Additional Notes
Apple’s iPhone event wasn’t particularly interesting, but that’s a compliment to the iPhone’s power in the market and strength in the market. If only Apple’s platform governance were as good.
The Lightness of Windows
The Windows 11 announcement was fun and interesting, but there is a reason that Windows is no longer the center of Microsoft’s business.
Stripe Tax, Stripe Identity, Stripe’s Missed Opportunity
Stripe launched two new products: one makes perfect sense, while the other feels like a bit of a missed opportunity.
Integrated Apple and App Store Risk
WWDC highlighted how Apple’s differentiation is based on integration; the company ought not risk that differentiation for exploitive App Store policies.
Passport Update, F8 Refresh, Trump Ends Blog
F8 was all about developers, and there is reason to believe that Facebook is serious about building a real platform, particularly on messaging.
Snap Partner Summit, Spectacles AR, Scan and Minis
Snap’s Partner Summits continue to provide compelling looks into what Snap is building today, and how it connects to the future.
Google IO: Google’s Reality, Workspace and Smart Canvas, Wear + Tizen
Google’s IO seemed boring, but taken in totality, revealed Google’s ambition to create a new reality. Plus Smart Canvas and the partnership between Wear OS and Samsung’s Tizen.