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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How Apple TV Might Disrupt Microsoft and Sony
Beyond the fact most of us had nothing better to do in the 1980s, a big reason to own a gaming console was that they were a phenomenally good deal. In 1985 Nintendo introduced the Famicom to North America as the Nintendo Entertainment System for a mere $199, a remarkably low price considering the average […]
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Daily Update: The Computex Contrast, Big Screens Dominate, Xiaomi’s Worldwide Ambitions
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What Steve Jobs Wouldn’t Have Done
Between a feature-by-feature review (members only) and an analysis of strategic underpinnings, I’ve written nearly three thousand words about Apple’s WWDC announcements. Still, though, it feels like I haven’t written about what is perhaps the most important takeaway. It’s a takeaway I’ve resisted, even as writer after blogger after Twitterer has said the same thing: […]
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Growing Apple at WWDC
In the end, as with many of Apple strategies, much of what transpired in Monday’s WWDC keynote was telegraphed many months ago, at least from a strategic perspective. Consider the thinking behind iOS 7. As Jony Ive told USA Today: When we sat down last November (to work on iOS 7), we understood that people […]
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Daily Update: Apple’s True Differentiation, Two More Beats Tidbits, Computex Starts Today
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WWDC Expectations
Update: bumping to the top of the page Beyond the usual updates of iOS and OS X, there are two significant rumors about what Apple might unveil next week at WWDC. The first is Healthbook, as detailed by Mark Gurman here and here. The second is Apple’s plan for a smart home, first reported by […]
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Daily Update: Justifying Beats, Amazon Prime Music Streaming, Swipely and Square Follow-up