AMD leapfrogs Intel thanks to modularity, Sony partners with Microsoft thanks to scale, and Apple balances both.
Microsoft Build, Microsoft’s Strategic Clarity, An Interview with Microsoft CEO Satya Nadella
Microsoft’s Build was good for what it had — and what it didn’t, even accidentally. Microsoft’s future is about meeting real business needs, not wowing customers. Plus, an interview with Microsoft CEO Satya Nadella.
Apple-Qualcomm Follow-up, The PS5, Jeff Bezos’ Letter to Shareholders
More on Apple-Qualcomm, then Sony releases details about their next-generation console, and Jeff Bezos’ annual letter to shareholders has a decidedly different tone.
The Snap Partner Summit, Snap’s Announcements, Vision Versus Execution
Snap’s announcements at its Partner Summit signaled a new strategy that makes a lot of sense. The company, though, needs to show that it can execute.
Apple Event Follow-up, Apple’s Hardware Announcements, Google Stadia
A follow-up to Apple’s Services Event, plus an overview of Apple’s hardware announcements. Then, Google Stadia and it’s potential competition with Apple and Microsoft.
Apple’s Services Event
Apple’s Services Event generally made sense, even if most products weren’t ready to launch. It’s fair to wonder, though, if something important is being lost.
The AWS Question, Facebook and Unity, HoloLens 2
How Amazon’s success with AWS make sense in the context of The Value Chain Constraint, and why Oculus and Facebook do not. Plus, why Microsoft’s approach to HoloLens 2 makes sense.
Google “Other Bets” Follow-up, Angela Ahrendts Out at Apple, Microsoft’s Earnings
Does Angela Ahrendts’ departure from Apple signify a pivot in retail? Then, Microsoft’s earnings highlighted how the company has benefited from its focus on being a horizontal company.
China Blocks Bing; Tencent, China, and Apple; Atlassian’s Earnings
China blocks Bing, which raises more questions for the most successful foreign service provider in China: Apple. Then, Tencent gets some games approved, and how Atlassian and Netflix are similar.
Discord and Its Game Store, Fortnite and the Social Aspect of Gaming, Game Store Competition
Discord is the Slack of gaming; that is valuable, but has to be monetized indirectly. Plus, the social aspect of gaming, and how competition in PC gaming stores is good for everyone.