Technologies
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Alphabet Earnings; Revisiting Peak Google, Again; How Mobile Helps Google
Google had another stellar quarter; was Peak Google wrong, or did I just underestimate mobile?
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Apple to Build Own GPU, The Evolution of GPUs, Apple and the General-Purpose GPU
Apple is building its own GPUs, but I doubt their goal is to save money.
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Intel, Mobileye, and Smiling Curves
Intel is buying Mobileye; it’s an acquisition that makes sense once you realize how much value there is in components.
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Wearable Follow-Up, Google’s Amazon Problem, Marriott and SPG Combine Loyalty Programs
A follow-up about wearables to remind folks that the smartphone still matters. Then, why mobile is a struggle for Google, illustrated by Amazon. Plus, Marriott and SPG are finally together, and it’s clear they (rightly) want to own the customer relationship
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Oracle’s Cloudy Future
Larry Ellison has declared that Oracle is a cloud company, but their customer offering seems more suited to the world that was.
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Sports and TV Follow-up, Intel Licenses ARM IP
First, why I don’t think sports is a bubble, then, Intel finally gives in to reality and licenses ARM IP, a necessary step in becoming a foundry-for-hire.
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Disrupting Basketball, Thiel-Gawker Follow-up, Intel and ARM
The Golden State Warriors are kinda sorta disrupting basketball, and making plenty of enemies in the process, which segues to a follow-up on Peter Thiel and Gawker. Then, Intel and ARM have dueling releases that show just how different they are.
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Prince, Bowie, and Beyoncé; Google’s Margin Squeeze; Microsoft’s Miss
Prince and David Bowie both understood the Internet, but took drastically different approaches. Then, Google’s business is fine, but it has almost certainly peaked, and the company could learn something from Microsoft about managing expectations.
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App Store Search Ads
A free sample of the Daily Update examining the rumor that Apple will add ads to App Store search and it’s potential impact on developers, Facebook, and the app install market.
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App Store Search Ads, Amazon Splits Up Prime, The Kindle Oasis
Rumored App Store ads are not a surprise, nor are they a big deal to Facebook in particular. Then, Amazon is splitting up Prime into both monthly and annual options, as well as separating Prime Video. Plus, why the Kindle Oasis makes sense.