The User Experience
In consumer technology — and increasingly enterprise — the best user experience wins, and it is the best hedge against disruption.
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Apple has long defeated disruption by focusing on the user experience; Jeff Bezos and Amazon, though, show that user expectations for their experience are ever-changing.
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The key to avoiding disruption is by providing a superior user experience; that, though, requires focus and execution.
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Apple’s Bad Week, Reputation Risk, Integration and Focus
Apple has had a recent spat of bad software bugs. Software is hard, but Apple has more to lose from its reputation than most. Could there be too much integration?
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Apple Earnings, Forecasting the iPhone X, Rising ASP and Services
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.
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Apple at Its Best
Apple’s original competitive advantage — the integration of hardware and software — is more durable than disruption theory would suggest.
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The Kinect and Face ID, Face ID Production Problems, The iPhone X Timeline
The Kinect is to Face ID as Windows Mobile was to the iPhone: new technologies often need new paradigms. Then, when it come to reported Face ID production delays there is a lot of smoke for there not to be fire.
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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.