Apple
-
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.
-
Apple introduced some impressive product updates; the real news, though, were the prices, which suggested that Apple is fully embracing being a services company.
-
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.
-
Disney to Buy Part of MLBAM; Netflix, Comcast, and Verizon; Spotify’s Fruitless Antitrust Griping
Disney continues to invest in the future by buying part of MLBAM, while Comcast and Verizon settle into their roles as utilities. Plus, why Spotify’s antitrust complaints don’t make much sense, even if Apple isn’t being very fair.
-
Follow-up: Governments’ Focus, Elizabeth Warren’s Speech on Competition, Facebook Changes the News Feed
One more follow-up to Tuesday’s Weekly Article, then why I don’t necessarily disagree with calls to regulate big platform players. Then, Facebook has changed the news feed, and while there will be an impact on media companies, the bigger news is what this says about Facebook.
-
WWDC Followup: Apple Watch, Apple TV, Siri, Privacy
A follow-up on the specifics of Apple’s 2016 WWDC keynote, with a focus on Apple Watch, Apple TV, Siri, and Privacy.
-
Microsoft and Apple Double Down
Both Microsoft and Apple made news yesterday, and while one was unexpected and the other predictable, both are effectively doubling down on their strategies. And both may not matter.
-
Apple Makes Major Changes to App Store, The App Store and Apple’s Nature, Additional Notes
Apple made major changes to the App Store; in this double Daily Article I explain why they’re a big deal but not yet perfect, and how that demonstrates the difficulty of change.
-
Apple and the Long Run, How Satya Nadella Killed Windows Phone
My recent pieces about Apple actually don’t have anything to do with Google I/O or WWDC; they are about structural challenges going forward. Then, Windows Phone is well and truly dead, and how Satya Nadella killed it shows how structural changes can be effective.
-
The Curse of Culture
It is very fair to say that Apple is threatened by the potential rise of AI. Google, though, is also threatened by its inability to own customers’ attention. The solution for both companies may entail changing their culture, a very tall order indeed.
-
Apple, Didi, and Occam’s Razor; Uber in China
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?