Making Money
Business models are the surest way to understand a company’s motivations.
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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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Google is at its best when its product focus follows its business model; for too long Android was a detour.
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Daily Update: Microsoft’s Misguided iPad Response, Netflix Reports Results, Google Updates Nexus
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Daily Update: Hailo Exits North America, Intel Earnings, Macworld Expo is Over
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Microsoft’s Good (and Potentially Great) Minecraft Acquisition
It’s difficult to overstate what a big deal Minecraft is. It’s the third best-selling game of all time behind Tetris and Wii Sports, and unlike the latter especially, it is a remarkably sticky experience: the vast majority of customers (over 90 percent on PC, according to Microsoft) sign in every single month. Were Microsoft to […]
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Daily Update: Alibaba Opens Roadshow, Twitter Testing Purchases, Microsoft Rebrands Bing Apps to MSN
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The iPhone 6: From Louis Vuitton to Chanel
The iPhone 6 is going in the opposite direction that Apple’s critics think it should: more expensive, not less. It will work because Apple owns the high-end.



