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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Apple’s iPhone Event, Apple and California, Additional Notes
Apple’s iPhone event wasn’t particularly interesting, but that’s a compliment to the iPhone’s power in the market and strength in the market. If only Apple’s platform governance were as good.
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Apple Makes the Rules, Reader and Productivity Apps, High-spending Gamers
Digging into the implications of the injunction on Apple’s anti-steering provision, and why Apple still has something to lose.
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The Apple v. Epic Decision
Understanding Apple’s victory in Apple v. Epic, and the limitations of the injunction on anti-steering provisions.
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Apple’s App Store Concession, Why This is a Big Deal, Devil in the Details
Apple announced a major change to the App Store; is the company doing the bare minimum possible, or finally making concessions that are long overdue?
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China’s Video Game Restrictions, South Korea Passes App Store Payments Law
China’s new video game restrictions point to broader China-related trends, while South Korea strikes the first blow against the App Stores.
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Apple’s Settlement, Explicit Imprimatur, Additional Notes
Apple’s settlement announcement wasn’t as big of a concession as advertised, but it wasn’t nothing. Plus, the Apple News Partner Program