September 2019
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The iPhone and Apple’s Services Strategy
Apple’s annual iPhone event may have marked Apple’s true shift into being a Services company
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App Store Search, WeWork to Shelve IPO?, The Vision Fund Wobbles
The New York Times has a compelling expose of how Apple dominates App Store search. Then, WeWork may not IPO, although its CEO will be fine; the bigger question, though is about SoftBank’s Vision Fund.
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Apple Versus Project Zero, Apple’s Poor Response, The China Paradox
Apple took on Google’s Project Zero over the weekend, and didn’t come out looking particularly good, particularly since China is a huge paradox for Apple.
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Slack Earnings, Slack’s Sales Cycle, The FTC Fines YouTube
Slack’s earnings were fine, but lacked the explosive growth their valuation needed. Understanding Slack’s past and future product-market fit explains why. Then, the real problem with the FTC’s fine of YouTube is a lack of transparency.
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Tech Companies and Hardware, The Cost of Low Margins
Software-differentiated hardware companies are tech companies, but be careful about low margins leading to a destructive cycle where marketing costs drown a company.
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What Is a Tech Company?
The question of “What is a tech company” comes down to how much software and its unique characteristics affects the company’s core business.