Qualcomm won its appeal against the FTC; most of the opinion’s narrow arguments make sense, but look differently when considered holistically.
The Antitrust Hearing, The Role of Congress, CEO Questions
Congress is exactly where discussions about tech and society should be happening. Then, a list of questions for every tech CEO.
Intel’s New Delay, Intel’s Multiplying Delays, Intel and TSMC
Intel has announced a 7nm delay, after its 10nm debacle. How long will the company even pursue competition with TSMC and Samsung?
Analog Devices Buying Maxim Integrated, The Geopolitical Angle, Facebook and Political Ads
Understanding analog chips and the geopolitical angle, and why Facebook should not ban political ads.
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.
Xscale and ARM in the Cloud, Hey Versus Apple, Apple’s IAP Campaign
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.
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.
MongoDB Cloud, MongoDB Versus AWS, MongoDB’s Playbook
MongoDB continues to thrive despite being built on “open source”; it is creating a playbook for other open source companies to follow.
Chips and Geopolitics
TSMC showed the power of modularization, and now they are core to the U.S. national security strategy.
Media, Regulators, and Big Tech; Indulgences and Injunctions; Better Approaches
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.