Android-EU Follow-Up, Google’s Earnings, Facebook and the Stock Market

Follow-up on Google’s EU decision, and a reminder that Google really good for consumers. Then, Google’s strong quarterly results, and why the understanding Facebook’s strategic advantages may be divorces from their stock price.

Xiaomi IPOs, Samsung’s Profit Slips, The Smiling Curve

Xiaomi’s IPO shows a company that has come full circle but still has a long ways to go. Then, Samsung remains reliant on components for profit, and both companies show that the Smiling Curve applies to smartphones more than ever.

Open, Closed, and Privacy

Just as encryption is only viable on closed systems, so it is that increased privacy regulations will only entrench walled gardens. That should affect thinking on regulation.

Five Years, Facebook’s Apology, Facebook’s New Scandal

First, a reminder that social media has big benefits, before diving back in to Facebook’s burgeoning scandal; it seems clear the company doesn’t understand exactly what it is facing.

Apple at Its Best

Apple’s original competitive advantage — the integration of hardware and software — is more durable than disruption theory would suggest.