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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Selling Feelings
Distribution being free may have ruined old business models, but it allows businesses to get much closer to their customers and make money by meeting needs.
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Amazon Opens Physical Bookstore, The iPad Pro’s Half Launch
Amazon’s physical bookstore is first and foremost an experiment. However, it’s worth considering how it fits into Amazon’s measurement of success. Then, the iPad Pro launched, but not its accessories. It’s part of a worrying trend.
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TensorFlow and Monetizing Intellectual Property
Google has said repeatedly that machine learning is key to their future. Why, then, did they open source the secret sauce? Is it a mistake, or are there lessons to be learned for IP creators everywhere.
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Activision Blizzard Buys King Digital, EA and the Disruption Narrative, Apple TV Gaming
Activision Blizzard is buying King, the makers of Candy Crush Saga; the mobile games maker is probably worth more to a company like Activision Blizzard than they are by themselves. Plus, both EA and Activision Blizzard beat earnings expectations — does that mean the gaming disruption narrative is wrong?
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Stop Doubting the iPhone, The Macintosh Company
There have always been iPhone bears, but the latest set seems to be ignoring reality. Plus, the amazing success of the Mac and what that means for the iPhone.
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Chase Pay and the Payments Stack, Apple Pay and Opportunity Cost, Applying Aggregation Theory
There’s another new payments solution coming — Chase Pay. The punchline is easy: it will fail. Why it will fail, though, is interesting, and it shows the opportunities and challenges for Apple Pay specifically and the usefulness of Aggregation Theory.
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Google Earnings and the Shift to Mobile, The Steve Jobs Movie
Google provided another set of strong earnings, and a return to their roots — search — is the biggest reason why. Plus, my review of the Steve Jobs movie.
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Amazon to Stop Selling Chromecast, Apple TV; Google’s New Hardware
There are lots of reasons why Amazon may have decided to stop selling the Apple TV and Chromecast; the true answer probably is a little bit of each. Plus, Google announced new devices, and it wasn’t that exciting.
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The AWS Platform, The Liability Shift Has Arrived, Samsung Pay Launches in the U.S.
With all the talk of platforms I’d be remiss in discussing what may be the most vibrant platform of all: AWS. Then, the liability shift arrives today, and a surprising number of merchants aren’t ready. Maybe Samsung Pay had the right strategy after all…or maybe not.
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About that Apple Car (and Jony Ive), The 21 Inc Bitcoin Computer
I’ve agreed that there is probably an Apple Car for a while, but I do need to make it official that I was likely wrong about Jony Ive. Then, what is the deal with 21 Inc’s Bitcoin Computer? Is there any way it makes sense?