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More on Apple and China (and Podcasts!), Apple and Duck Duck Go, WordPress Newspack

Wednesday, January 16, 2019

How much was Apple impacted by the arrest of Huawei’s CFO? Then, Apple’s agreement with DuckDuckGo and its connection with Google, and why WordPress Newspack is so exciting.

The State of Technology at the End of 2018

Wednesday, December 12, 2018

The State of Technology, at least in the enterprise space, is strong; consumer tech is another story, and it is time to question the dominance of big companies like Google.

Aggregators and Jobs-to-be-Done

Tuesday, December 4, 2018

Aggregators succeed by being the best at doing the jobs consumers want done.

Text Messaging in the United States; Google Earnings; Google, Facebook, and GDPR

Thursday, November 1, 2018

An anecdote about permanence and file systems, an explanation of how the U.S. text messaging market is unique, then an overview of Google’s earnings and why GDPR might be having an effect.

The Conflation of Consumer Welfare with Antitrust, More Panel Notes, Google to License Play Store in Europe

Thursday, October 18, 2018

Thoughts and notes from the FTC discussion on digital platform and competition, plus how Google’s remedy in Europe will mean more of the same when it comes to Android.

The Battle for the Home

Wednesday, October 10, 2018

Amazon, Google, Apple, and Facebook are battling for the home; what are their strengths, weaknesses, go-to-market strategies, and business models, and who is the favorite? Or does it matter?

Data Factories

Tuesday, October 2, 2018

Facebook and Google and other advertising businesses are data factories, and regulation will be most effective if it lets users look inside

AMD and Modularity Follow-Up, Trump and Tech, Tech’s Vulnerability

Thursday, August 30, 2018

The problem with AMD’s modularity approach; then, Trump attacks tech. The claims are baseless but that hardly means the industry is in the clear.

The Bill Gates Line

Wednesday, May 23, 2018

Understanding the differences between aggregators and platforms matters for companies interacting with them and also regulators considering antitrust.

The Moat Map

Tuesday, May 15, 2018

The Moat Map describes the correlation between the degree of supplier differentiation and the externalization (or internalization) of a company’s network effect.

Play-In Chaos and Knueppel Slippage, Anyone But the Thunder, Title Picks and Awards Resolution

More on Apple and China (and Podcasts!), Apple and Duck Duck Go, WordPress Newspack

The State of Technology at the End of 2018

The Bill Gates Line

Play-In Chaos and Knueppel Slippage, Anyone But the Thunder, Title Picks and Awards Resolution

Vibe App Quality

(Preview) Six Questions on Frontier AI Labs, Messaging AI to a Skeptical Public, Amazon (and Apple?) Ramps Up Competition with Elon

TSMC Earnings, New N3 Fabs, The Nvidia Ramp

An Interview with F1 Driver and Venture Capitalist Nico Rosberg About the Drive to Win

Amazon Buys Globalstar, Delta to Add Leo, The Apple Angle

Play-In Chaos and Knueppel Slippage, Anyone But the Thunder, Title Picks and Awards Resolution

Vibe App Quality

(Preview) Six Questions on Frontier AI Labs, Messaging AI to a Skeptical Public, Amazon (and Apple?) Ramps Up Competition with Elon

An Interview with F1 Driver and Venture Capitalist Nico Rosberg About the Drive to Win

An Interview with Asymco’s Horace Dediu About Apple at 50

An Interview with Arm CEO Rene Haas About Selling Chips