The Apple car in the news (again)

An Apple car has been in the works, at least in fits and spurts, since 2015. The big question for most people remains … WTF is Apple going to build a car? It’s not at all clear what value they add. To quote Hal Eddins, chief economist at Apple shareholder Capital Investment Counsel, “My initial reaction […]

Keep your eye on Chinese tech

Over the last several months there’s been a lot of meaningful news on China from both an economic and political front, but it’s also worth paying attention to them on the technological front. While they may be best known for different values around intellectual property than we’re used to in the West, the reality is, […]

“Afghan lives matter!”

Make no mistake, the Chinese government does not do things by mistake. Trade tensions between the US and China have grown substantially during the Trump administration, but China has also been engaging in a bit of a trade war with Australia, with the latest move being a tariff imposed on Australia’s wine — for which China is the […]

Apple is building a search engine?

The whole business-news world was awash with speculation this week that Apple is building its own search engine (The Telegraph ($/2), Financial Times ($), Forbes, Forbes again, c|net, etc…). These sites all point out that Google is under anti-trust scrutiny, and part of that is the purported $8–12 billion that Google pays Apple to be the default search engine on Apple devices; and […]

NBC reorgs cable networks, or, where is the value in entertainment?

Cable providers, fresh off their media company acquisitions, are getting hit hard by COVID — advertising revenue is way down, and cord-cutting has joined the long list of transitions that were already happening but got accelerated by the pandemic. But just because a trend is accelerating, doesn’t mean that the incumbents have any idea what […]

The new Evernote is here! (?!)

I’ve never been a fan of Evernote. I’ve probably tried it a dozen times, and I never end up using it for more than a day or two. But 250 million people disagree with me, and the reason I’ve tried more than once or twice is that a lot of people in my circle display religious fervor […]

Good and bad M&A

It appears that Oracle has won the bid to purchase TikTok’s US operations. ¯\_(ツ)_/¯ Anyone who knows anything about Oracle has to seriously wonder what this is going to do. Sure, Oracle desperately needs to enter new markets, but … TikTok? At the other end of the spectrum, NVIDIA is acquiring ARM. Now, that deal makes a lot […]

WWDC and privacy

Apple’s World Wide Developer Conference was last week. As expected, one of the biggest announcements was that they’re moving away from Intel and to their own chips. And, although it wasn’t front and center, it was mentioned enough that I’m sticking with my prediction that this is all about “AI”, and we’re going to see […]

Mixer -> Facebook gaming

Perhaps you haven’t heard, but e-gaming is big business ($68 billion in 2018, growing by various estimates from 10% to 20% CAGR). Alongside e-gaming has come video-game streaming. The numbers have spiked somewhat during the global lockdown, but they were big even before — in 2019 there are about 12.5 billion hours watched across the four biggest […]

Amazon and self-driving cars?

For a few years now, pretty much every big tech company has been doing something in the self-driving car space, and Amazon isn’t new to this (at the 2018 Consumer Electronics Show, they announced a partnership with Toyota), but their participation might be the least clear. Tesla, of course, makes sense. Alphabet (Google’s parent) has […]