While I touched on why the iPhone SE was important yesterday, this is the full deep dive on one of Apple most strategically important launches in a long time.
Andy Grove passed away the same day that Apple announced the iPhone SE. One of Grove’s best decisions reminds me of this launch.
First some follow-up on Apple versus the FBI, then a discussion about how high-end Android is a distinct market, and how that impacts new phones from Xiaomi, Samsung, and LG. Finally, why Spotify’s move to Google makes sense.
Xiaomi is struggling to justify its valuation; in fact there have been signs for a long time that their valuation was unrealistic all along. Plus, Samsung returns to hardware differentiation.
There have always been iPhone bears, but the latest set seems to be ignoring reality. Plus, the amazing success of the Mac and what that means for the iPhone.
The iPhone 6S is an impressive upgrade, particularly 3D Touch. The iPhone, though, has far deeper advantages: first, in China where its status remains unchallenged, and also in developed markets where Apple is commoditizing carriers.
Apple was at its best in its most recent keynote: unveiling the sorts of products the company is uniquely capable of creating. The question, though, is whether the company has the vision and capability of making those products into platforms.
I linked to a piece yesterday suggesting that Twitter abandon the 140-character limit: do I agree? Or is that missing the point entirely? Then, the Internet goes nuts about the Model X price without taking the time to understand why it is so expensive; meanwhile the latest Model S shows that Tesla isn’t necessarily making cars.
Reddit had a rough weekend, raising questions as to whether or not the site will ever be able to become a real business. It’s very nature may make that impossible, or maybe it simply needs a different business model. Plus, Samsung and HTC’s tough quarter.
Today’s update examines how it is that China smartphone sales are decreasing even as Apple’s share is increasing. Then, I once again take on disruption theory and its adherent, this time around Tesla.