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Latest Podcast

Topics

Technologies

  • Data Factories

    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

    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.

  • Uber Follow-up; GlobalFoundries Abandons 7nm; Pricing Power, Differentiation, and Integration

    Not all of Uber’s efforts are new, but the urgency is. Then, there are only three foundries pursuing 7nm, which means more pricing power (and how this applies to Uber and self-driving cars).

  • Xiaomi IPOs, Samsung’s Profit Slips, The Smiling Curve

    Xiaomi’s IPO shows a company that has come full circle but still has a long ways to go. Then, Samsung remains reliant on components for profit, and both companies show that the Smiling Curve applies to smartphones more than ever.

  • Intel and the Danger of Integration

    Intel is in an increasingly bad position in part because it has been captive to its integrated model. Or, you could simply say they were disrupted.

  • Morris Chang Retires; Apple, Microsoft, Facebook Follow-Up; Who Gets to Be on the Steam Store?

    Morris Change, the founder of TSMC, is one of the most important tech figures in history. Then, follow-up on Microsoft-GitHub, Apple and the App Store, and Facebook and the New York Times. Plus, why Valve is getting platform control right.

  • Okta’s Developer Conference, An Interview with Okta CEO Todd McKinnon

    An interview with Okta CEO Todd McKinnon on the occasion of the company’s developer conference.

  • The Bill Gates Line

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

  • The Moat Map

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

  • The Facebook Brand

    The Facebook brand is, due to Facebook’s strategic choices, about not respecting privacy. That is why the Cambridge Analytica story is such a problem for the company.