Apple, Didi, and Occam’s Razor; Uber in China

Apple investing $1 billion in Didi could signify all kinds of things, but only one explanation makes sense. The big loser, though, is Uber.

Daily Update: Google Blocked in China, WeChat Ecommerce, LINE IPO?

Good afternoon, I finally posted the WWDC piece I mentioned yesterday: Growing Apple at WWDC. While the number of updates were pretty incredible, I think they mostly fit into a coherent growth strategy. Check it out. I apologize again that today’s update is a little later (tomorrow’s probably will be as well). I’m very much […]