All merger announcements are bullshit, Dell-EMC included

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The fantasy world of merger announcements bears no resemblance to the reality of mergers. Michael Dell’s post about the Dell-EMC merger is a fine example. Why do companies merge? There’s always language about “complementary skills and assets,” but that’s always bullshit. There is always language about “serving customers better” but that is also bullshit. Companies merge for … Continued

Cyber-rattling from a weak, equivocal, and ignorant Donald Trump

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Donald Trump’s interview about technology on breitbart.com is uncharacteristically equivocal; he sounds like any other politician. Apparently, his batshit candor is limited to tweets, debates, and speeches. Memo to Trump-haters and opponents: technology is his weak spot. Breitbart Tech’s Milo Yiannopoulos interviewed Trump about tech issues from the NSA to artificial intelligence. Full of equivocation and hedges, Trump’s … Continued

Mary Meeker’s Internet Trends Report spawns predictable cliches

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Mary Meeker’s latest 197-slide Internet Trends report is not bullshit. While some of the stats on the slides are questionable, overall it’s a pretty interesting, international grab-bag of facts. My issue is with what comes next — media and analyst cliché predictions based on those facts. In the tech world, predictions are predictable. There’s a cliché for each stage of technology … Continued

Farhad Manjoo misinterprets the history of tech adoption

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Writing in the New York Times, Farhad Manjoo decries “A Tech Boom Aimed at the Few, Instead of the World.” But he ignores the history of how successful tech adoption inevitably spreads experiences to everyone. According to Manjoo: The tech industry used to think big. . . . These were dreams of vast breadth: The founders of … Continued