Apple
-
Tim Cook had an extraordinary run — and impeccable timing, both in terms of when he became CEO, and when he is stepping down.
-
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.
-
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.
-
Daily Update: Initial Thoughts on Microsoft Office, Amazon Echo, WireLurker
Microsoft made a stunning announcement about Microsoft Office that both shows they understand their position and demonstrates how much delay cost them. Then, the Amazon Echo could be a much bigger deal that people think; it is a very different product than the Fire phone. Finally, a concerning new vector for malware on iOS.
-
Daily Update: How Apple Pay Might Fail, Dropbox and Office, Amazon Prime Adds Cloud Storage
-
How Apple Creates Leverage, and the Future of Apple Pay
Apple attracts loyal customers through a superior user experience and leverages those customers against its partners.
-
Daily Update: Apple’s Seattle Office, The Imminent Demise of Radio, CNET Launches a Magazine
-
Daily Update: Tim Cook’s Announcement; Twitter Changes, Again; Nintendo’s Turnaround
-
Daily Update: A Tale of Three Smartphone Makers, Microsoft Health and the Microsoft Band
-
Publishers and the Smiling Curve
Publishers used to live at the point of integration. The value of that integration, though, is gone with the Internet, which means value flows to suppliers and aggregators.
-
Daily Update: Why Apple Pay was Blocked, and Why it Will Succeed; Google Reorgs, Kind Of
-
Daily Update: Microsoft Earnings and Surface’s Alleged Success, Amazon Earnings and the Fire Fantasy, The End of the Apple-GT Advanced Saga
-
Daily Update: Apple Earning, Apple Pay Launches