Apple
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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 is expected to announce a range of AI features at WWDC; the company is well placed to benefit from AI: they are not too late, but right on time.
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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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An Interview with Ben Bajarin About Smartphones, AI, and Intel
An interview with Ben Bajarin about AI’s impact on the smartphone market, including the differing strategies between Apple and Google. Then, a long discussion about what to do about Intel.
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TSMC Earnings, The AI Milestone
TSMC’s earnings included the milestone of high-performance computing — including AI — surpassing smartphones; the next milestone is Apple no longer being TSMC’s leading-edge customer.
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Google Decision Follow-Up, Amazon Earnings
Grappling with the implications of the Google decision require accepting that antitrust intervention interferes with the market; then Amazon looks like it has unlocked a new retail category.
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Friendly Google and Enemy Remedies
The DOJ brought the right kind of case against an Aggregator, which stagnates by being too nice; the goal is for companies to act like they actually have enemies.
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Apple and the OpenAI Board, Microsoft and the OpenAI Board
Both Apple and Microsoft are leaving their board observer positions with OpenAI; Apple should have never been there in the first place, while Microsoft is probably focused on escaping regulatory scrutiny.
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Why Apple Deserves Special Scrutiny, Paramount Merges with Skydance
Apple deserves special scrutiny from regulators, and Paramount demonstrates Hollywood’s commitment to irrationality.