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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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.
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Apple Earnings, AMD Earnings, Google Earnings
Apple, AMD, and Google all delivered great results; margins were the most interesting places for analysis.
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Gaming the Smiling Curve
The spate of recent acquisitions in the gaming space — Take-Two and Zynga, Microsoft and Activision, and Sony and Bungie — make sense in the context of the Smiling Curve.
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App Store Injunction Stayed, Fingerprinting on iOS, Life360 and Apple’s Missing Leverage
Apple wins in court, probably for good; meanwhile, its tracking rules aren’t really being enforced, and probably can’t be, which means Apple’s overreach was a mistake.
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The Information on Apple in China, Apple’s Deal, Evaluating Apple’s China Risk
The Information has a report on a deal Apple made with the Chinese government; this explains multiple things over the last five years, and may indicate that Apple’s position is fairly secure.