The Amazon machine
Amazon is a machine to make a machine, and the machine it makes is more Amazon.
Read MoreThe scale of tech winners
We all know, I think, that there are now far more smartphones than PCs, and we all know that there are far more people online now than there used to be, and we also, I think, mostly know that big tech companies today are much bigger than the big tech companies of the past. It’s useful, though, to put some real numbers on that, and to get a sense of use how much the scale has changed, and what that means.
Read MoreGAFA's org structures as a platform for growth.
Earlier this week I did a podcast with my colleague Steven Sinofsky talking about the management structures of Google, Apple. Facebook and Amazon ('GAFA'). These companies now have around 10 times more employees than they did a decade ago, yet they still manage to function, and function extremely well, producing a stream of great work. The interesting thing is that the management structures that they've used to achieve that are actually very different.
Read MoreContent isn't king
People in tech and media have been saying that ‘content is king’ for a long time - perhaps since the VHS/Betamax battle of the early 1980s, and perhaps longer. Content and access to content was a strategic lever for technology. I’m not sure how much this is still true. Music and books don’t matter much to tech anymore, and TV probably won’t matter much either.
Read MorePlatform wars: the final score
The platform wars and over and Apple and Google both won. So, what's the score, how many smartphones and tablet are out there, and what should we think about next?
Read MoreThe end of a mobile wave; the Dell of mobile
As mobile starts to move towards saturation, what's next? Cars? AI? And where's the Dell of mobile?
Read MoreSubscription iPhones
By financing iPhones directly, Apple locks in iPhone users to a rolling subscription, enters the second-hand market in a big way and removes a piece of mobile operators' relationship with users
Read MoreWhat does Google need on mobile?
Google needs reach, but mobile means that there are lots of different kinds of reach.
Read MoreWhy do we care about Xiaomi?
Is Xiaomi just another handset maker, or something more? We may start seeing a lot less uniformity in how Android comes to market, and what it looks like. That matters to Google.
Read MoreApple on privacy, security and identity
How far can Apple turn privacy into a competitive advantage? What might future products look like for which privacy is crucial?
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