Apple had mixed earnings: most of the world was great, but China was bad again. The reason is that in China WeChat matters more than iOS.
Alphabet Earnings; Revisiting Peak Google, Again; How Mobile Helps Google
Google had another stellar quarter; was Peak Google wrong, or did I just underestimate mobile?
The New York Times Versus Uber, Uber Versus Apple, Apple Versus Tencent
The New York Times has a story about Uber and Apple that had a fundamental flaw and lacked context; then, Apple won this round against Tencent, but this is a battle to watch
Apple Announcements, iPhone Strategy vs iPod Strategy, Clips
Apple had several announcements that were relatively boring from a product perspective but very interesting when it comes to strategy. Plus, its new “Clips” app may point to new products in the future.
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 Earnings and Mobile Questions, Google Optimism, Microsoft Earnings
Google’s earnings raise more questions about just how well their mobile business is doing, but there is reason for optimism. Then, Microsoft continues to execute.
Xiaomi Retrenches, Lenovo’s Smartphone Struggles, The Chinese Consumer Market and Smartphones
Xiaomi’s CEO confirms how and why the company went wrong; then, why I got Lenovo wrong when it comes to smartphones. Plus, why China is such a challenging market for everyone, including Apple.
The Ten Year Anniversary of the Apple TV
Today is being marked as the 10-year anniversary of the iPhone; it is a footnote of history that it is also the 10-year anniversary of the Apple TV. It’s a reminder that we don’t know what innovations matter until they occur.
Alexa: Amazon’s Operating System
Money is made at chokepoints, and the most valuable chokepoints are operating systems; Amazon is building exactly that with Alexa.
Apple Earnings, The End of Google Fiber
Apple reports solid earnings with good news for the iPhone, while Google pulls the plug on Fiber.