Apple investing $1 billion in Didi could signify all kinds of things, but only one explanation makes sense. The big loser, though, is Uber.
Doubting the iPhone Revisited, What Has Changed, On Being Bearish
Today I revisit last year’s piece Stop Doubting the iPhone and why I may have been wrong. What data and assumptions have changed, and why?
Everything as a Service
We have likely reached Peak iPhone, and if not, it’s only a matter of time; physical goods can only scale so far. The future, thanks to the Internet, is everything-as-a-service
Apple’s Run, Apple Earnings and the iPhone Upgrade Cycle, The iPhone in China
Apple had an amazing run, but now there are very real questions about the iPhone, in no small part because Apple itself doesn’t seem sure what is going on.
Services and Apple’s Strategy, The Power of a P&L, Intel Restructures
First, a follow-up on Apple’s Organizational Crossroads including why a focus on services could make more strategic sense than one might think, and why P&L responsibility can be a powerful tool. Then, Intel is restructuring in the face of increased margin pressure and in pursuit of a vision that is, from the company’s perspective, more radical than it may appear.
Apple’s Organizational Crossroads
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.
Update on the Fight over iPhone Security, Encryption Under Attack, WhatsApp Adds Encryption
There have been significant developments when it comes to the debate over security, in which reasonable people can disagree; unsurprisingly it is on the verge of shifting to a debate about encryption. This is a fight that has only one right answer.
It’s a Tesla
Tesla is not a disruptor, but then again, neither is Apple, the closest comp: both succeed by building a brand around being the best.
Snapchat Follow-up; WeChat, Facebook Messenger, and iMessage; Microsoft’s Bot Parade
Some follow-up on Snapchat, where it fits alongside Facebook Messenger and iMessage, then a discussion of where all the “bot” talk is coming from. Then, Microsoft jumped all in on bots: what does it mean, and what should they do next.
The FBI Unlocks the San Bernardino iPhone, Sony to Make a New PS4?
The FBI has successfully unlocked the San Bernardino iPhone. Now the question is if they will say how. Still, I think this debate will now go away for quite a while. Then, Sony is making a new PS4 which makes sense given the changing market, even though it’s risky.