Strategy
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The iPad is like the iPod, not the iPhone
Most folks seem to instinctively compare the iPad and the tablet market to the iPhone and smartphone market, and it’s easy to see why. They share the same OS, the same competitor, many of the same apps, and, of course, the same time period – the present. But in reality – and this touches on […]
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Two Bears
There are two Apple bear cases; only one applies to Apple, though, and the other applies to Samsung.
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Apple and the Innovator’s Dilemma
This paper was originally written in 2010 for a Corporate Innovation class at Kellogg Business School, and thus predates Stratechery by several years.