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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Blendle Launches in the U.S., An Interview with Alexander Klöpping, Apple Pay Coming to Websites
A bit of follow-up on why the SE might not succeed in India, and then an exploration of Blendle, the new micropayments platform for news that launched yesterday, along with an interview with co-founder Alexander Klöpping. Plus, Apple Pay for websites.
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Understanding Today’s iPhone Market, Characterizing the iPhone SE, The iPhone SE Market
While I touched on why the iPhone SE was important yesterday, this is the full deep dive on one of Apple most strategically important launches in a long time.
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Andy Grove and the iPhone SE
Andy Grove passed away the same day that Apple announced the iPhone SE. One of Grove’s best decisions reminds me of this launch.
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Tumblr Tumbles, Snapchat Hires Facebook Exec, An Update on Apple versus the FBI
Tumblr’s failure is so profound that the reasons why deserve a deeper exploration. And, might said lessons apply to Snapchat? Plus important developments in Apple versus the FBI.
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Apple-FBI Follow-up; Xiaomi, Samsung, LG and High-End Android, Spotify Moves to Google’s Cloud
First some follow-up on Apple versus the FBI, then a discussion about how high-end Android is a distinct market, and how that impacts new phones from Xiaomi, Samsung, and LG. Finally, why Spotify’s move to Google makes sense.
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Apple, the FBI, and Security
Apple versus FBI is being framed as a debate between privacy and security. In fact, though, there is a powerful argument to be made that Apple’s position is the more secure one for the United States.
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Why New iPhones Are Also Vulnerable, This Case is Not About Encryption, Battles Versus Wars
Apple clarified off-the-record that new phones would also be covered by the precedent of the FBI’s request, which explains why they are drawing a line in the sand. Said line, though, is not about encryption. That is important because encryption could be the ultimate victim.
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Apple Versus the FBI, Understanding iPhone Encryption, The Risks for Apple and Encryption
Apple is in a face-off with the FBI; understanding what is at issue, and the long-term risks Apple faces.
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Semil Shah: How FANGAM Impacts Startups, How Startups Adjust to FANGAM, Investing in a FANGAM World
Ben is on vacation, so Semil Shah wrote a guest post about startups in a world dominated by FANGAM: Facebook, Amazon, Netflix, Google, Apple, and Microsoft.