Apple
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Tim Cook had an extraordinary run — and impeccable timing, both in terms of when he became CEO, and when he is stepping down.
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Apple has survived 50 years by being the only company integrating hardware and software; if the company loses because of AI it will be because the point of integration changes.
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Apple is well and truly a services company; hardware is necessary but insufficient for future growth.
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For Apple, hitting middle age means a strategy primarily focused on monetizing its existing customers. It makes sense, but one wonders what happens next.
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A core part of what makes Apple Apple is its organization structure; Tim Cook has said it will never change. However, if Apple is serious about being a services company, change it must.
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Clayton Christensen continually predicts that Apple will be disrupted because his theory does not incorporate the importance of the user experience.
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An Interview with Om Malik About Tech’s History and Future
An interview with Om Malik about his career in technology, the dot-com and telecom bubbles, and why he is so excited about the future.
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The Supreme Court Declines to Hear Apple-Epic, Apple’s (Predictable) Response
The Supreme Court declined to hear the Apple Epic case, which means the injunction against Apple’s ban on steering links in apps goes into effect. Apple’s response, though, shows that nothing will change (and no one should be surprised).
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Apple Watch Import Ban, Apple v Masimo, Apple’s Response
Apple Watches are facing an import ban; the relevant court cases seem reasonable on all sides, and the Biden administration should let them play out.
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Google’s True Moonshot
Google could do more than just win the chatbot war: it is the one company that could make a universal assistant. The question is if the company is willing to risk it all.
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Google Loses Antitrust Case to Epic; The Differences Between Apple and Google, Revisited; The Tying Question
Epic won its antitrust case against Google, which shouldn’t be a surprise to Stratechery readers: the situation is very different than Apple. What matters most in the decision, though, is tying.
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Google Gemini; Performance, Infrastructure, and Integration; Apple MLX
Google’s Gemini launched with a demo that misrepresented its capabilities, which seems like a bizarre decision given that Gemini seems capable enough on its own, and also demonstrates Google’s ability to integrate from silicon to model.
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Google’s Apple Payments; Apple Services: Narrative vs. Reality; Google’s Motivation
The juiciest detail yet came out of the Google antitrust case: how much the company pays Apple. This isn’t just a function of Apple’s leverage, but also Google’s strategic foresight.
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Apple Earnings, Shopify Earnings
Apple’s earnings were fine, with a notable Services spike — is it from Google? Then, Shopify is back to the basics, and looking good for it.