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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Google Remedy Decision, Reasonable Remedies, The Google Patronage Network
Google lost some battles but won the war in its search distribution case: the Google patronage network was deemed too important to undo.
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Paradigm Shifts and the Winner’s Curse
When paradigms change, previous winners have the hardest time adjusting; that is why AI might be a challenge for Apple and Amazon
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Netflix Earnings, Apple and F1
Netflix advertising will change the service; then, F1 might be headed to Apple TV, and it might work.
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An Interview with “Apple in China” Author Patrick McGee
An Interview with “Apple in China” Author Patrick McGee about Apple’s reluctant shift to outsourcing and how its position relative to its supply chain has shifted over time.
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Apple Retreats
Apple’s WWDC was a retreat from not just last year’s WWDC, but potentially a broader reset for the company. That’s why it was a great presentation.
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Vibe Coding, Windsurf and Anthropic, ChatGPT Connectors
AI coding is much broader than vibe coding, the dynamics of AI coding, and why OpenAI wants to own everything.