A follow-up to Apple’s Services Event, plus an overview of Apple’s hardware announcements. Then, Google Stadia and it’s potential competition with Apple and Microsoft.
Apple’s decision to stop reporting unit sales is defensible; the company, though, should provide more data to support its new growth story.
Microsoft Teams is another example where Windows held too much sway. Then, ARM might be coming to the Mac; if it is, it shows the importance of commitment.
The Windows division no longer exists at Microsoft, marking the end to a four-year process of changing Microsoft’s culture.
A quick aside as to why Stratechery doesn’t have an app, then a review of Apple’s educational event, and why the company’s business model limits it in education relative to Google.
Satya Nadella sketched a new vision at Microsoft Build, but the company has yet to replace the Windows engine. Then, Microsoft (likely) compromises to get iTunes into the Windows Store.
Apple was never in a position to respond to WeChat, just as Microsoft couldn’t respond to Google. Then, Chromebooks win in education for more reasons than cost.
Twitter lost the NFL streaming deal to Amazon; all the reasons why the deal didn’t make sense for Twitter explain why Amazon is doing it. Then, the most interesting part of Apple’s Mac Pro news is the timeline.
Slack made Microsoft’s Teams announcement much more exciting with a taunting ad in the New York Times, an echo of Apple’s ad welcoming IBM to the PC. That may not be the precedent that Slack wants.
Android is reportedly going to subsume Chrome OS; I’m bummed but it’s probably the right decision (and no, that doesn’t mean iOS and OS X will merge). Plus, LinkedIn had another strong quarter, and their smart business model deserves the credit. Is there a lesson for Twitter and other consumer companies?