Reviewing Apple’s “Time Flies” event, including Apple One and Fitness+
Nvidia’s Integration Dreams
Nvidia’s acquisition of ARM only makes sense from a financial perspective, unless you buy Jensen Huang’s datacenter dreams.
An Interview with Paul Mozur on Technology in China
An interview with Paul Mozur on technology in China, including WeChat, TikTok, Trump, TSMC, and Huawei.
The Final Word on the App Store (for Now), Palantir’s S-1, Alex Karp’s Letter
The final word on the App Store, while Palantir’s S-1 both establishes the company as a defense firm, and argues that the biggest tech companies are on the wrong side of history.
Qualcomm Follow-up, Twitter Earnings, Twitter Subscriptions?
It matters that Qualcomm is a U.S. company. Then, why Twitter is struggling with advertising, and what a subscription product might look like.
Facebook’s Earnings, Apple’s Ad Exception, Facebook’s Headwinds
Facebook’s earning highlighted the resiliency of its business, but also its vulnerability to Apple. It now appears that Apple is going after Facebook revenue directly.
Samsung and Google, Samsung and Microsoft, Xbox Game Pass and iOS
Why Samsung and Google grew apart, leaving an opening for Microsoft, who still needs access to devices.
Jio Follow-up, Google Cloud Next, Kurian vs. Google
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.
Analog Devices Buying Maxim Integrated, The Geopolitical Angle, Facebook and Political Ads
Understanding analog chips and the geopolitical angle, and why Facebook should not ban political ads.
Slack Acquires Rimeto, New Teams Features, An Interview with Slack CEO Stewart Butterfield
An Interview with Slack CEO Stewart Butterfield about the acquisition of Rimeto and competing with Microsoft.