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 Versus Governments, Apple’s Legitimate Privacy Claims, Privacy and Paranoia
The pushback to Apple’s move suggests that people are more concerned about their devices spying on them than they are third parties tracking them.
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Apple’s Mistake
While it’s possible to understand Apple’s motivations behind its decision to enable on-device scanning, the company had a better way to satisfy its societal obligations while preserving user privacy.
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Square Buys Afterpay, Network Effects, Apple and the Cost of Time
Afterpay is a leading market in “Buy Now Pay Later”; Square’s purchase makes a lot of sense, and the price is worth the time it would take to build a competitor.
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The NSO Group, BlastDoor and Software Bugs, Apple’s Response
The NSO Group’s exploits — and Apple’s vulnerabilities — are interesting in what they say about the nature of software
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Philosophy and Power; Advertising, Targeting, and Tracking; The Real Winners
Advertising is on the verge of substantial changes, which will primarily benefit Apple and Google. Is it worth the tradeoff?
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Google Sued Over Play Store, The Differences Between Apple and Google, Changing the Rules
Google is facing another antitrust lawsuit, this time over the App Store; it’s a more compelling case than Apple v. Epic.