Android
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Examining the history of Android explains why the European Commission may be right to fine Google for its actions around Android, even as the reasoning feels off.
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Google is at its best when its product focus follows its business model; for too long Android was a detour.
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There are two Apple bear cases; only one applies to Apple, though, and the other applies to Samsung.
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Apple at Its Best
Apple’s original competitive advantage — the integration of hardware and software — is more durable than disruption theory would suggest.
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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.
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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.
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Boring Google
Google’s I/O was exactly what you would expect from Google, and that’s a great sign for the company.
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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.
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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?