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: Microsoft’s Misguided iPad Response, Netflix Reports Results, Google Updates Nexus
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The Diminished iPad
Something very strange is happening this week: there is an Apple event, and very few people – including myself – are particularly jazzed up about it. Oh sure, I’ll watch it, and I hope I’m surprised, but there is very little in the rumor mill – a retina iMac, OS X Yosemite, and the iPad […]
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Daily Update: Hailo Exits North America, Intel Earnings, Macworld Expo is Over
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Daily Update: GT Advanced’s Bankruptcy, The Magazine is Shutting Down, Priceless Beats
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Daily Update: The NBA and the State of TV, Sony WebTV, Privacy versus User Experience
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PayPal’s Incentive Problem
By winning on the web, PayPal was actually disadvantaged when it came to competing in mobile, because its incentives were already shaped by a different problem.
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Daily Update: HP to Split, A Secure Golden Key, Microsoft’s Android Cash Cow
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Daily Update: eBay and PayPal, Poor Pebble, Intel Caves to GamerGaters
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Daily Update: China Approves the iPhone, Photoshop on Chromebooks, Technology = Tobacco