The iPhone SE, Accounting for the iPhone SE, New iPhones

The new iPhone SE inspires a revisit to Apple’s low-end strategy, which may simply be a matter of accounting. Then, Apple may be launching new iPhones despite the coronavirus.

Apple, Amazon, and Common Enemies

It is tempting — and useful — to look at Apple and Amazon’s deal in a bilateral context. It probably makes more sense, though, in the context of Netflix and the future of video.

The Tragic iPad

The iPad is 10, and while it remains a useful device, it is ultimately a disappointment. Apple lost the vision for what the iPad could be, and never gave space for developers to figure it out for them.

Integration and Monopoly

Apple has won through integration, but integration combined with network effects and economies of scale can result in bad outcomes that look a lot like monopolies.

HBO Max, AT&T’s Challenges, The Streaming Battleground

AT&T announced details about HBO Max, which are both safe and aggressive, and also raise questions about AT&T’s long-term stewardship. Then, why Netflix and Disney are the long-term winners.

Beachheads and Obstacles

Facebook and Amazon had events on the same day for Oculus and Alexa. Both are driven by lessons from the mobile era, but Amazon seems to have learned more than Facebook.