Apple had a great quarter, and a great forecast that suggests there is more to come. Plus, the company is shifting to making money from its best customers.
iPhone X Review Drama, Microsoft Earnings, Microsoft’s Hybrid Strategy
The question of who reviewed the iPhone X shows how power is changing in media. Then, Microsoft crushes earnings with a strategy the company has used before.
Netflix Follow-up, Sonos + Alexa, MongoDB IPOs
Netflix cancels its non-evergreen content, and isn’t really relevant to Nielsen. Then, a Sonos and Alexa partnership makes sense for both sides, and MongoDB has a thoroughly modern IPO.
Box and Google Cloud Vision, An Interview with Box CEO Aaron Levie
Box has made a deal to offer Google’s Vision AI services to its customers; is there space to be the intermediary between technology providers and end users? Box CEO Aaron Levie answers those questions and more.
Apple and the Oak Tree
Apple’s business, thanks to Services, is growing ever stronger, even as Apple loses the model — and the product — that made the company what it is today.
Microsoft’s Monopoly Hangover
There are striking similarities between Microsoft today and IBM in the Lou Gerstner era, but today’s IBM should be a warning to Redmond.
Apple’s Business Model, Privacy, and Developers; Chip Industry Structure; Stripe Sigma
Apple’s business model lets the company sell privacy, but privacy shouldn’t compromise the business model. Plus, why developers can (still) deepen Apple’s moat, and how the chip, payments, and even publishing industry are similar.
Apple’s Strengths and Weaknesses
Both Apple’s strengths and weaknesses were on full display at its annual WWDC keynote; the HomePod is a perfect example.
Boring Google
Google’s I/O was exactly what you would expect from Google, and that’s a great sign for the company.
WannaCry About Business Models
WannaCry is yet another systematic breakdown in security: the blame, though, is less with Microsoft and end users — nor the government — but rather a mismatched business model.