Apple
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A New Antitrust Doctrine
Tl;dr: Sorry but you’re not getting off that easily with this post. There are different schools of antitrust thought. Each has principles and priorities it seeks to translate into an actionable and consistent framework for enforcement and policymaking. But the inevitably messy collision of intellectual frameworks with the real world makes antitrust a highly subjective…
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Cloud Power Up
Tl;dr: The clouds should use their powers to help power the cloud. Atomically. CAPEX obsessives like myself have focused on the cloud’s vast agglomeration of compute, storage, and networking. But there is another, less appreciated infrastructure dimension: the cloud is in many ways as much about moving electrons as bits. Without a considerable and constant…
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Missing the (Bamboo) Forest for the (Apple) Trees
Apple laid the blame for its market-mangling earnings miss on China, noting “over 100 percent of our year-over-year worldwide revenue decline occurred in Greater China.” The announcement roiled markets and unleashed the usual hurricane of evergreen opinions about Apple’s premium pricing and perceived pace of innovation, differentiation in the smartphone market, and the wisdom of…