Google’s cloud numbers are probably much worse than they appear. Then Apple delivered post-iPhone earnings that were impressive in what they said about Apple’s future.
Facebook’s FTC Fine, Apple and Microsoft’s Mistake, IBM’s Unbundling
Facebook’s FTC fine is being pilloried, but it really is large and unprecedented. Plus, why Facebook critics were asleep at the wheel. Then, Microsoft saving Apple has an analogy to IBM, and is a potential argument in favor of antitrust action.
Apple, Design, and Operations; So It Goes; The Role of Jeff Williams
More on Jony Ive’s exit, and why blaming Tim Cook misses the broader changes that are an inevitable by-product of success. Than, clarifying Jeff Williams role as CEO-in-waiting.
[FREE] Jony Ive Leaves Apple, Ive’s Legacy, The Post-Ive Apple
Jony Ive is leaving Apple: how it happened, Ive’s legacy, and what it means for Apple going forward.
Tech and Antitrust
A review of the potential antitrust cases against Google, Apple, Facebook, and Amazon suggests that only Google is vulnerable.
The First Post-iPhone Keynote, More on Antitrust and Tech, Developers Sue Apple
Why a better name for Apple’s Audacity was “The First Post-iPhone Keynote”; then, why a broad focus on tech by antitrust authorities is good for Google, and the implications of the Supreme Court getting *Pepper* wrong.
Apple’s Earnings, Google’s Earnings, Amazon Earnings
Apple, Google, and Amazon’s earnings all showed fundamental weaknesses in the consumer market; perhaps these companies are not all-powerful.
Apple’s Services Event
Apple’s Services Event generally made sense, even if most products weren’t ready to launch. It’s fair to wonder, though, if something important is being lost.
Where Warren’s Wrong
Senator Warren’s proposal about how to regulate tech is wrong about history, the source of tech giant’s power, and the fundamental nature of technology itself. That doesn’t mean there aren’t real problems — and potential solutions — though.
An Update on the Battle for the Home, Apple’s Strategy Credit — and Tax, The Data Strategy Credit
An update on the Battle for the Home, and why Apple’s hesitance around data is both a credit and a tax — and the opposite for Google.