Apple crushed earning, thanks in large part to China. Then, an interview with Jay Goldberg about chips generally and Intel specifically.
Intel Problems
Intel is in much more danger than its profits suggest; the problems are a long time in the making, and the solution is to split up the company.
Two Crises, Tech’s Costs, Looking Forward
Too much tech power has been an impending crisis for years; that doesn’t change just how costly the crisis was. Then again, centralization might yet win.
Internet 3.0 and the Beginning of (Tech) History
The actions taken by Big Tech have a resonance that goes beyond the context of domestic U.S. politics. Even if they were right, they will still push the world to Internet 3.0.
Apple’s Shifting Differentiation
Apple is about the integration of hardware and software, but the balance between the two has shifted over time.
Tech Earnings, Google’s Earnings, Apple’s China Question
Why tech is crushing the pandemic, then a deeper dive into Google’s earnings and Apple’s issues in China.
United States v. Google
The Justice Department’s lawsuit against Google is appropriately narrow, and if it fails it gives a template for Congressional action.
More on iPhone, iPhone Naming, iPhone Pricing
More on last week’s iPhone launch, specifically the names and prices of the new iPhones.
The iPhone 12 Event, iPhone Pro Differentiation, Additional Notes
Apple’s iPhone 12 introduction was surprising, not necessarily because of the iPhone 12, but because of what Apple chose to focus on.
2020 Bundles
The state of bundles in 2020: Netflix, Disney, Amazon, Microsoft, and Apple. Plus, Microsoft’s purchase of ZeniMax.