The U.S. is increasingly — and appropriately — concerned about its extreme dependence on Taiwan. TSMC needs to build in the U.S. if they don’t want to let Intel back in the game.
The beginning of technology was about the shift from batched computing in one place to continuous computing everywhere. That era of paradigm changes may be over, which means the real changes are only beginning.
More on Apple and restrictions on competition, and why it is different than Google. Then, Apple’s actions around vaping cross the line, plus why TikTok does not deserve the benefit of the doubt.
Microsoft (eventually) selling a phone that runs Android is not particularly meaningful in terms of its impact financially but is a totem of a major shift culturally.
Jony Ive is leaving Apple: how it happened, Ive’s legacy, and what it means for Apple going forward.
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.