Apple
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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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Apple introduced some impressive product updates; the real news, though, were the prices, which suggested that Apple is fully embracing being a services company.
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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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Google, Machine Learning, and CSAM; Takeaways and Tradeoffs; Apple’s CSAM Controversy
A story about Google’s false positives while scanning for CSAM highlight the terrible trade-offs involved; what is black and white is that Google is in the wrong.
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Aggregation Follow-up, Netflix’s Ad Partners
Follow-up to Spotify, Netflix, and Aggregation, and why brand advertising makes sense for Netflix.
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Spotify’s Investor Day, Spotify’s Music Aggregation, Podcast Anecdata
Spotify’s investor day may not have convinced Wall Street, but the company provided compelling evidence its approach was working.
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MLS on Apple TV, The MLS Perspective, The Apple Perspective
MLS agreed to a 10 year deal with Apple; exploring the details, what it means for MLS, other sports, Apple, and bundling.
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More on CarPlay, Car Makers and Phone Carriers, TSMC’s Annual Meeting
Diving into Apple’s CarPlay announcement suggests that Apple is more interested in recruiting car companies than in proposing something new; then, TSMC doubles down