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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OpenAI DevDay, OpenAI’s Wrenching Transition, Lonely At the Top
OpenAI DevDay 2024 was yesterday, and it was a stark difference to DevDay 2023. That’s a symptom of the wrenching changes OpenAI is undergoing in the wake of the unexpected success of ChatGPT.
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An Interview with Craig Moffett About Apple and Telecoms
An interview with Craig Moffett about how the iPhone changed the telecoms industry, Apple’s outlook in the age of AI, and how the TV situation has gone from bad to worse.
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Apple’s E.U. Fine, Apple’s Next Case?
Apple’s fine to the E.U. is really being paid by the U.S. Treasury; there may be another fine on the way
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Boomer Apple
Apple is well and truly a services company; hardware is necessary but insufficient for future growth.
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iPhone Pricing, DirecTV and Disney, Bars and Sports
Why I think Apple will raise iPhone prices, plus Disney is in another carriage dispute.