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Ben Thompson / Stratechery:
By buying Whole Foods, Amazon is acquiring a customer that will bring its nascent grocery logistics service to scale   —  Back in 2006, when the iPhone was a mere rumor, Palm CEO Ed Colligan was asked if he was worried: … I was reminded of this quote after Amazon announced an agreement …
Jun 19, 2017, 3:35 PMIn context
Ben Thompson / Stratechery:
How Apple's various announcements at WWDC stack up against its strengths and weaknesses   —  The San Jose location of WWDC, Apple's annual developer conference, felt a bit odd, but Apple sought to strike a familiar tone: the artwork on and around the San Jose McEnery Convention Center featured …
Jun 6, 2017, 3:33 PMIn context
Ben Thompson / Stratechery:
Ubiquity of WeChat in China means Apple cannot differentiate iPhones with iOS as it does elsewhere, hurting sales and putting pressure on new hardware releases   —  Did you hear about the new Microsoft Surface Laptop?  The usual suspects are claiming it's a MacBook competitor, which is true insomuch as it is a laptop.
May 3, 2017, 1:40 PMIn context
Ben Thompson / Stratechery:
Facebook copying Snapchat's features reduces the competition to just who has the stronger network, illustrating how monopolies are bad for innovation   —  The shamelessness was breathtaking.  —  Having told a few jokes, summarized his manifesto, and acknowledged the victim of the so-called …
Apr 19, 2017, 2:10 PMIn context
Ben Thompson / Stratechery:
Zuckerberg's manifesto is a sign Facebook's power should be checked   —  It is certainly possible that, as per recent speculation, Facebook CEO Mark Zuckerberg is preparing to run for President.  It is also possible that Facebook is on the verge of failing “just like MySpace”.
Feb 21, 2017, 2:55 PMIn context
Ben Thompson / Stratechery:
With Alexa, Amazon is building the operating system of the home, a strategy that's more evident with each new Alexa-integrated device announcement   —  The concept of an operating system is pretty straightforward: it is a piece of software that manages a computer, making said computer's …
Jan 4, 2017, 2:10 PMIn context
Ben Thompson / Stratechery:
Opendoor's business model of buying and flipping homes is risky, but the startup's streamlining of the home-selling process has great disruptive potential   —  I suppose I appreciate the efficiency with which Techcrunch expressed its skepticism for tech's latest unicorn, Opendoor …
Dec 11, 2016, 11:20 PMIn context
Ben Thompson / Stratechery:
Instagram Stories is copying done right: cloning the result of years of iteration, while leveraging Instagram's 500M users   —  One of the more eye-rolling sentiments in tech — thankfully fading — is that every rectangular device with a touchscreen is a rip-off of the iPhone.  Well duh!
Aug 3, 2016, 5:35 PMIn context
Ben Thompson / Stratechery:
How Apple's unitary organizational structure creates great products but subpar services   —  Apple's Organizational Crossroads  —  Apple is unique, and I mean that objectively.  —  Forget about products for a moment, about which reasonable people can disagree.
Apr 20, 2016, 1:55 AMIn context
Ben Thompson / Stratechery:
How the FBI is essentially asking Apple for a master key for iPhones, and why the PR optics are bad for Apple in shooter case   —  [FREE] Apple Versus the FBI, Understanding iPhone Encryption, The Risks for Apple and Encryption  —  Today's update is a bit tardy for good reason …
Feb 17, 2016, 5:55 PMIn context

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