How Apple’s moat was built, the parallels to the Intel transition, and more developer tension.
Follow-up on Apple, ARM, and Intel, then unpacking the Hey dispute with Apple, and the possibility that Apple is doubling-down on Services by squeezing developers.
ARM Macs are imminent; why they make sense, and why the implications could be far-reaching, for not just Apple but also Intel.
MongoDB continues to thrive despite being built on “open source”; it is creating a playbook for other open source companies to follow.
TSMC showed the power of modularization, and now they are core to the U.S. national security strategy.
Blaming Facebook and Google for the media industry’s trouble inevitably leads to bad regulations with unintended consequences and the end of accountability for big tech.
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.
Shopify launched the Shop.app, which is not only a poor experience but also makes no sense strategically. Then, Google’s earnings show how big tech is going to get even stronger.
More on Zoom and its critical moment, then follow-up on Unmasking Twitter, and a major story about TSMC and Huawei.
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.