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.
Spotify’s Earnings, Spotify’s Free Plan and Hulu Partnership, Snap’s Earnings
Spotify’s earnings were not what the market expected, but the company gained credibility. Snap, meanwhile, doesn’t have any credibility at all.
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.
Google’s Messaging Announcement, Allo’s Go-to-Market Problem, Chat: The Open Alternative
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.
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.
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.