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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Didi Removed From App Stores, China vs. Tech, CAID and Chinese Privacy
China’s move against Didi didn’t happen in isolation: it’s the latest in a series of moves that should give investors pause.
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Shopify Lowers Developer Fees, Scaling Digital Suppliers, The Power of App Stores
Shopify is lowering fees for developers, which makes sense given it is operating an app store, the Internet’s most powerful business model.
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The Lightness of Windows
The Windows 11 announcement was fun and interesting, but there is a reason that Windows is no longer the center of Microsoft’s business.
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Lobbying Congress, Apple’s Report, What About Consumers?
Apple is belatedly waking up to its Congressional risk; Congress, though, needs to consider the risks of unintended consequences.
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Apple and Creators; Fanhouse and a Middle Way; Pragmatism and Conversions
Apple is receiving objections from the creator economy about its share, but it is likely that creators will have to accepts Apple’s terms as they are.
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ShazamKit and Weather, iOS 15’s New Privacy Approach, Mail Privacy Protection and Newsletters
Apple and Microsoft have similar approaches to developers, and iOS 15’s approach to privacy is better than iOS 14.
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Integrated Apple and App Store Risk
WWDC highlighted how Apple’s differentiation is based on integration; the company ought not risk that differentiation for exploitive App Store policies.
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Apple Ads and the Anti-Steering Argument, Additional Follow-up
Apple’s argument defending its anti-steering provisions also explain the company’s approach to its burgeoning ad business.
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App Store Arguments
There are all kinds of arguments to make about the App Store, and nearly all of them are good ones; that’s why the best solution can only come from Apple.