Apple
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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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Apple introduced some impressive product updates; the real news, though, were the prices, which suggested that Apple is fully embracing being a services company.
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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 to Build Own GPU, The Evolution of GPUs, Apple and the General-Purpose GPU
Apple is building its own GPUs, but I doubt their goal is to save money.
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Twitter Loses NFL Streaming, Amazon Adds NFL Streaming, Apple and the Mac Pro
Twitter lost the NFL streaming deal to Amazon; all the reasons why the deal didn’t make sense for Twitter explain why Amazon is doing it. Then, the most interesting part of Apple’s Mac Pro news is the timeline.
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Apple Announcements, iPhone Strategy vs iPod Strategy, Clips
Apple had several announcements that were relatively boring from a product perspective but very interesting when it comes to strategy. Plus, its new “Clips” app may point to new products in the future.
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Planet of the Apps, #DeleteUber, Amazon Earnings
“Planet of the Apps” is probably not nearly as big a deal as its being made out to be, why #DeleteUber was uniquely dangerous for Uber, and Amazon’s ongoing shift to being a service business.
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Apple Earnings, Fitbit Earnings, Nintendo Earnings
Apple’s earnings showed slowing growth but a seemingly impenetrable moat; Fitbit, meanwhile, is in very bad shape, while Nintendo is learning harsh truths about the smartphone market
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Qualcomm Sued by FTC, Apple; The Cases Against Qualcomm; Google Buys Google Ads
Qualcomm was sued by both the FTC and by Apple; Apple seems to have a much stronger case. Then, is Google buying Google ads a bad thing?
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Chris Lattner Leaves Apple…for Tesla; Does Apple Have a Problem?
Chris Lattner has been one of Apple’s most important employees for years, helping the company own one of its most critical assets. But now he is moving on to Tesla: what does that mean for both companies?
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The Ten Year Anniversary of the Apple TV
Today is being marked as the 10-year anniversary of the iPhone; it is a footnote of history that it is also the 10-year anniversary of the Apple TV. It’s a reminder that we don’t know what innovations matter until they occur.
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Alexa Follow-Up; Alexa vs Cortana, Siri, Google Assistant; Medium Retrenches
Why voice is the interface of the future, and comparing Alexa to Cortana, Siri, and Google Assistant. Then, Medium retrenches.