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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More on Substack, Faceless Publishers and ATT, Apple’s ATT Deliberations
More on Substack, and how they have done right by publishers, and why their approach may be essential in a post-ATT world.
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Substack Launches App, Substack and the Four Bens, In-App Purchase and the Substack Bundle
Substack launched an app, which isn’t a surprise given their VC model, but which portends change all the same.
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Apple’s Silicon Event, Scaling the M Series, UltraFusion and Integration
Apple’s spring event was a mishmash of products around a unified message about the power of Apple Silicon.
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Amazon Launches Luna, Apple and Russia
Amazon launches its streaming gaming service with a Prime tie-in; then Apple stops selling hardware in Russia, but didn’t take down the App Store. Both make sense.
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Google Privacy Sandbox, SDK Runtimes, On-Device Targeting
Google’s Privacy Sandbox initiative is vague but has some interesting ideas that may change the whole industry
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Peloton’s Operations, Intel Buys Tower Semiconductor, What Now for ARM (plus Intel + RISC-V)
One more point on Peloton’s poor operations, then more news from the chip industry: Intel makes an acquisition and ARM is on its own.
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The Open App Markets Act, Apple Versus the Netherlands, Microsoft and the Console Question
Breaking down the Open App Markets Act and the ways in which Apple might seek to usurp it.