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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Daily Update: Notes From the Apple "Spring Forward" Event
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Daily Update: Apple Watch Preview, On the Apple Edition Price, The Pebble Time
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Daily Update: BuzzFeed, Trust, and Regret; Backdoor Hypocrisy; Uber Acquires deCarta
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Daily Update: Net Neutrality Passes, Pointer Events and Elitism
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Daily Update: Google Wallet, Softcard, and the Perils of Modularization
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Daily Update: FiftyThree and the App Store, Three Notes on China
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Daily Update: Car Rumors and Jony Ive’s Apple, Obama’s Cybersecurity Summit, China Taxi Apps Merge
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Daily Update: Touch ID and Identity, Twitter Acquires Niche, Baidu Results Disappoint
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Apple’s New Market
If the importance of an integrated experience matter more with your phone than your PC, because you use it more, how much more important is an integrated experience that touches every detail of your life?