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: Celebrity Photos and iCloud, Rovio CEO Steps Down, Louis Vuitton and Apple
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Daily Update: Don’t Call It an iWatch; Apple, Samsung, and the Internet of Things; Alibaba’s Results
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Daily Update: What Consoles Say About iPads, Uber Opens API, The Samsung Nook
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Daily Update: Buzzfeed Raises $50 million, NVidia’s Results and Gaming’s Resilience, Apple University Profiled
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Daily Update: Apple/China Follow-up, The iPhone in India (versus China), Buying Smartphones in the U.S.
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Daily Update: Sprint Abandons T-Mobile Bid, Microsoft Hires New Head of BD, Apple Touts App Store
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Pleco: Building a Business, not an App
This past week has not been the first outbreak of independent developer angst over the app store, but it feels like it has been one of the more intense. The pump was primed by the news that Kim Kardashian: Hollywood is on pace to make $200 million this year, news that was in stark contrast […]
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Big Blue and Apple’s Soul
I hope you’ll forgive my writing about week-old news,1 but I find it striking to compare the paucity of words written about Apple’s partnership with IBM, at least relative to what was written when Apple acquired Beats. After all, the IBM partnership is a much bigger deal. It certainly seems that Tim Cook feels the […]