Apple
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Tim Cook had an extraordinary run — and impeccable timing, both in terms of when he became CEO, and when he is stepping down.
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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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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: The NFL, Advertising, and Pay TV; iPhone Teardown and the 16GB Model; Bend-gate
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Daily Update: Amazon’s New Devices, Sony Gets Crushed, Apple Takes Aim on Google
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What I Got Wrong About Apple Watch
While I stand by last week’s opinion that the Watch presentation was poor, I’ve somehow, at least in my little corner of the Internet, become the face of people who don’t believe in Apple Watch at all. The biggest problem with that view is that I’m actually a big believer in the category, having written favorably…
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Daily Update: What I Got Wrong About Apple Watch, The Best iPhone Review, German Court Lifts Uber Ban
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Daily Update: Google Launches Android One in India, Good News on Patents, Apple’s Payment Strategy
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Daily Update: iPhone Delayed in China, Apple Watch Edition, Xiaomi Could Have Done Worse
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Daily Update: How Tim Cook Should Have Introduced Watch, Apple Pay and the Apple Watch, Microsoft to Buy Minecraft?
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Apple Watch: Asking Why and Saying No
Dan Frommer wrote in Quartz about The Hidden Structure of the Apple Keynote. His analysis covered 27 events since 2007, and included things like average length, laughs per executive, and the timing of iPhone reveals. It’s a good read, but in light of the Watch introduction, I am more interested in comparing yesterday’s keynote to only…
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Daily Update: The New iPhones, Apple Pay, Good-bye iPod Classic