Apple’s original competitive advantage — the integration of hardware and software — is more durable than disruption theory would suggest.
Google’s Search for the Sweet Spot
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.
ARCore, Google’s Benefit to Apple, AR’s Killer App and Apple’s Business Model
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.
Boring Google
Google’s I/O was exactly what you would expect from Google, and that’s a great sign for the company.
Google Assistant Added to Android, Amit Singhal Out at Uber
Google Assistant is being added to Android, which makes the company’s previous statements and actions even more confusing than they already are. Then, another controversy hits Uber, but Google is implicated as well — along with the entire industry.
Google and the Limits of Strategy
Google went wrong in the past by abandoning their horizontal business model; are they repeating their mistake, or does the future give them no choice?
Google I/O Overview, Announcements; TensorFlow Processing Units
A deep dive into Google I/O: why the overall keynote was a good sign for Google, and then a review of specific announcements.
Microsoft’s Earnings, Microsoft Acquires Xamarin, Microsoft Discontinues Android App Bridge
A long-delayed analysis of Microsoft’s most-recent earnings, which gives color to the company’s recent acquisition of Xamarin, and why the future is looking bright.
Apple-FBI Follow-up; Xiaomi, Samsung, LG and High-End Android, Spotify Moves to Google’s Cloud
First some follow-up on Apple versus the FBI, then a discussion about how high-end Android is a distinct market, and how that impacts new phones from Xiaomi, Samsung, and LG. Finally, why Spotify’s move to Google makes sense.
Twitter’s Shakeup, So You Wanted a Turnaround, Google’s Android Finances
There was another executive shakeup at Twitter, which probably shouldn’t have been a surprise. Plus, Oracle has revealed new numbers about Android that highlight just how little Google probably makes on mobile search.