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: Apple Announces Beats Acquisition, Beats Music to Remain on Android, Square Launches Cash Advance
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Daily Update: GoPro Files for IPO, Angela Ahrendts’ and Apple Retail, Groupon Launching iPad Checkout System
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Why Apple Is Buying Beats
That’s a bit of a presumptuous headline: The sale is not yet confirmed UPDATE: The deal was confirmed on May 28 It’s likely no one outside of 1 Infinite Loop will ever likely know the true reasons Indeed, as Benedict Evans wrote in his weekly newsletter: The deal [is] something of a Rorschach Blot – […]
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Apple and Beats, Box adds GE, Comcast Entering Online Ads
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Apple Retail and the Innovator’s Dilemma
Angela Ahrendts officially took over as head of Apple Retail last week, and just in time. Same store sales were down five percent last quarter, and have been hovering around zero for several quarters prior. To be fair, that decline is mostly due to Apple’s slowed growth; more concerning is the declining rate of store […]
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Daily Update: Apple Loses Patent Suit, Venture Capital and Marketing, Unwatched Video Ads
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Don’t Give Up on the iPad
When people think about the first iconic Apple product, it’s probably the Macintosh that leaps to mind. But Apple Computer was actually built on the back of the Apple II. In fact, for quite a long while it was the Apple II that provided the profits that made the Macintosh possible, as Guy Kawasaki recounts: […]