Keynotes (Product Announcements)
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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.
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Podcast Subscriptions vs. the App Store
Apple’s new Podcast Subscription service is what the App Store should be: a great Apple experience competing for customers.
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Nvidia Grace, GPU Use Cases, ARM and Integration
Nvidia’s database CPU is not a challenger to Intel; it is the vision undergirding it that is the real threat.
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Intel Unleashed, Gelsinger on Intel, IDM 2.0
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.
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Spotify Stream On, Spotify’s Advertising Play, Additional Notes on Stream On
Spotify’s Stream On event advertised Spotify’s ambitions to become an Aggregator. The plans were impressive, but should Spotify go even further?
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Disney’s Investor Day, Disney+ as Harvester, Disney’s Optionality
Disney’s investor day showed the power of differentiated IP and optionality.
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Intel’s Disruption, Intel vs. Apple, Additional Notes on the M1
Apple’s shift in differentiation shows how Intel went wrong; then, more notes on the M1, including Microsoft’s mysterious absence.
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Apple’s Shifting Differentiation
Apple is about the integration of hardware and software, but the balance between the two has shifted over time.