Apple
-
Tim Cook had an extraordinary run — and impeccable timing, both in terms of when he became CEO, and when he is stepping down.
-
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.
-
Apple is well and truly a services company; hardware is necessary but insufficient for future growth.
-
For Apple, hitting middle age means a strategy primarily focused on monetizing its existing customers. It makes sense, but one wonders what happens next.
-
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.
-
Clayton Christensen continually predicts that Apple will be disrupted because his theory does not incorporate the importance of the user experience.
-
Epic v. Apple Trial Begins, EU Files Statement of Objections, Who Owns the App?
Why I expect Apple to win Apple v. Epic, even as they get themselves in more political hot water.
-
Fearing Spotify?, Apple’s Earnings, Margins and Chips
Why I’m not worried about Spotify, plus Apple’s earnings, including why the M1 might be helping margins.
-
Spotify’s Surprise
Spotify’s new subscription podcast offerings embrace the open ecosystem of podcasts in multiple ways.
-
App Stores in Congress, Apple’s Arguments, Meta Points
Apple and Google had a difficult time defending their App Store policies in the face of developer complaints and a well-informed committee.
-
Podcast Subscriptions vs. the App Store
Apple’s new Podcast Subscription service is what the App Store should be: a great Apple experience competing for customers.
-
The European Super League, Apple Music’s Letter to Artists
The European Super League is an interesting example of power in value chains; then, how streaming services determine artist payouts.
-
Nvidia Grace, GPU Use Cases, ARM and Integration
Nvidia’s database CPU is not a challenger to Intel; it is the vision undergirding it that is the real threat.
-
Microsoft Buys Nuance, Understanding Nuance, In the Loop
Microsoft’s Nuance acquisition gets the company winning technology and access to health data it would be locked out from otherwise.