Nov 2, 2026
Volvo bought Nvidia's chip and software. GM bought only the chip. Apple's Mac computer shows why the difference matters.
Jan 22, 2025
When Apple CEO Tim Cook famously stated, “The truth is we could make a ton of money if we monetized our customer, if our product was our customer.
Dec 9, 2024
In 2011, Silicon Valley entrepreneur Marc Andreessen famously declared, “software will eat the world,” predicting that software would become a dominant force in every industry.
Mar 26, 2024
The most valuable company in the world is no longer Apple.
Mar 1, 2024
If Apple can’t make an entry into the automotive sector work, what makes any of the new participants in the industry believe they can succeed?
Feb 28, 2024
I have finally come to understand that automotive companies make terrible businesses.
Feb 8, 2024
In early 2021, the buzz around Apple’s entry into the autonomous vehicle (AV) and robotaxi sector suggested a seismic shift was imminent in “transportation as a service” (TaaS).