Making Money
Business models are the surest way to understand a company’s motivations.
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For Apple, hitting middle age means a strategy primarily focused on monetizing its existing customers. It makes sense, but one wonders what happens next.
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The impact of Facebook’s News Feed changes on the media is far less interesting than what the changes — and their stated purpose — say about Facebook itself.
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Google is at its best when its product focus follows its business model; for too long Android was a detour.
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Apple’s China Problem, Apple in the Short Term, Tech’s Complement Risk
A focus on the tariff’s impact on Apple specifically, and how Apple itself contributed to China’s technological development.
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The U.K. Demands Back Door From Apple, Elon Musk’s OpenAI Bid
The U.K. demands Apple build a back door into its products; Apple is more likely to leave the country. Then, Musk messes with OpenAI.
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GM Kills Cruise, Fleets Versus Autonomy, Robotaxi Outlook
GM killed Cruise’s robotaxi ambitions, which were never a good match; then, mapping out a future robotaxi world.
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An Interview with Dylan Patel and Doug O’Laughlin About the Current State of Semiconductors and SemiAnalysis
An interview with Dylan Patel and Doug O’Laughlin about the current state of the AI supply chain, and big plans for SemiAnalysis.
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TSMC Earnings, Margins and Arizona, ASML and Peak Lithography
TSMC’s earnings highlight foundry economics and the importance of AI; meanwhile ASML and TSMC both give evidence that CPUs are struggling