Apple’s shift in differentiation shows how Intel went wrong; then, more notes on the M1, including Microsoft’s mysterious absence.
Apple’s Shifting Differentiation
Apple is about the integration of hardware and software, but the balance between the two has shifted over time.
What If It’s Trump?, An Update on MongoDB, An Interview with MongoDB CEO Dev Ittycheria
What does it mean for tech if Trump wins? Then, catching up with MongoDB, and an interview with Dev Ittycheria, the company’s CEO.
Tech in Congress, Again; Twitter vs. the New York Post; Who Are the Refs?
Congressional tech hearings are becoming more compelling with time, as tech companies run the risk of making not just economic enemies but political ones.
AMD Acquires Xilinx, Microsoft’s Earnings, Teams Wins
AMD’s Xilinx acquisition makes sense, even if it’s a bit boring; Teams, meanwhile, is the clear winner of the cloud integration opportunity.
United States v. Google
The Justice Department’s lawsuit against Google is appropriately narrow, and if it fails it gives a template for Congressional action.
Snowflake’s S-1, Snowflake vs. the Public Cloud, Snowflake’s Sales & Marketing
A look back at Snowflake’s S-1, and why it is no surprise the company had a successful IPO.
Nvidia’s Integration Dreams
Nvidia’s acquisition of ARM only makes sense from a financial perspective, unless you buy Jensen Huang’s datacenter dreams.
An Interview with Paul Mozur on Technology in China
An interview with Paul Mozur on technology in China, including WeChat, TikTok, Trump, TSMC, and Huawei.
Australia’s News Media Bargaining Code, Breaking Down the Code, Australia’s Fake News
Australia’s new media code forcing Google and Facebook to pay incumbent media companies is wrapped in dishonesty about the reality of the Internet.