Mobile
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Arm’s F-1, Arm’s Risks, Arm’s Price
Arm’s F-1 is out, and while there is a reasonable plan for growth, its hard to justify the price Softbank is hoping for.
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Apple Earnings; OpenAI, GPTBot, and Robots.txt; Zoom’s Terms-of-Service
Apple’s earnings were boring, which is a credit to the company, while OpenAI and Zoom raise questions about data and AI
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An Interview with Qualcomm CEO Cristiano Amon
An interview with Qualcomm CEO Cristiano Amon about his history at the company, why Qualcomm is more than a mobile company, and why semiconductors are the future.
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The App Store and the Digital Markets Act, Third-Party App Stores, Messaging Interoperability Madness
The impact of the Digital Markets Act on App Stores and messaging.
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Microsoft Full Circle
Microsoft has come full circle from the company that cared more about Windows than Office; the retirement of the Office name is possible precisely because Microsoft gave up on Windows and went to the cloud.
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AI Bundling Follow-Up, iPhone Follow-Up
Follow-up to AI Bundling, including costs, the meaning of distribution, and centralization, and why Apple is still a product company.
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Rights, Laws, and Google
Google is not bound by the Fourth, Fifth, and Sixth Amendments, but its actions in a false positive CSAM case show that it is flouting the spirit behind them.
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Google, Machine Learning, and CSAM; Takeaways and Tradeoffs; Apple’s CSAM Controversy
A story about Google’s false positives while scanning for CSAM highlight the terrible trade-offs involved; what is black and white is that Google is in the wrong.