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’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.
Spotify’s earnings were not what the market expected, but the company gained credibility. Snap, meanwhile, doesn’t have any credibility at all.
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.
Google’s announced Chat, which is not a new messaging service but the adoption of a new messaging protocol to replace SMS. It’s not an ideal outcome, but the only possible one.
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’s original competitive advantage — the integration of hardware and software — is more durable than disruption theory would suggest.
Google’s hardware event shows the company’s commitment both to devices and to artificial intelligence; just doing what you are good at, though, is not always enough.
Google announced ARCore, which is basically copying ARKit (and abandoning Project Tango). The company that stands to benefit the most from the news is actually Apple.
Google’s I/O was exactly what you would expect from Google, and that’s a great sign for the company.