Notes on WWDC, including the emergent AppleOS, M2 and speculation on M3, and the privacy shoe that didn’t drop
Apple’s spring event was a mishmash of products around a unified message about the power of Apple Silicon.
Apple, AMD, and Google all delivered great results; margins were the most interesting places for analysis.
Microsoft had great earnings, but had to reassure investors all the same. Plus, new advertising efforts, and why shrinking private valuations help Redmond.
Quick notes on Apple’s MacBook Pro event, then a discussion of why there is a Bitcoin Futures ETF but not one for Bitcoin itself.
Microsoft’s Surface team is in full alignment with the company’s strategy; then, Facebook’s CTO change makes sense, plus a re-visit of Boz’s infamous memo.
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.
Apple’s shift in differentiation shows how Intel went wrong; then, more notes on the M1, including Microsoft’s mysterious absence.
Apple is about the integration of hardware and software, but the balance between the two has shifted over time.
How Apple’s moat was built, the parallels to the Intel transition, and more developer tension.