PC’s
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Apple’s MacBook Pro Event; The Bitcoin Futures ETF; Bitcoin, Regulation, and Utility
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.
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Microsoft’s Surface Event, Facebook CTO Changes
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.
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Intel Problems
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.
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Intel’s Disruption, Intel vs. Apple, Additional Notes on the M1
Apple’s shift in differentiation shows how Intel went wrong; then, more notes on the M1, including Microsoft’s mysterious absence.
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Apple’s Shifting Differentiation
Apple is about the integration of hardware and software, but the balance between the two has shifted over time.
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Apple’s New Reality; Apple’s Transition Strategy; Apple v. Developers, Continued
How Apple’s moat was built, the parallels to the Intel transition, and more developer tension.
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The End of OS X
OS X is retired, but fortunately, its legacy appears to live on in macOS 11.0.
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Apple, ARM, and Intel
ARM Macs are imminent; why they make sense, and why the implications could be far-reaching, for not just Apple but also Intel.
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Taiwan and Tech’s Geopolitical Realities, ARM on Mac?, TSMC’s Choice
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.
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The End of the Beginning
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.