The iPhone could be delayed, but not necessarily because of China. Then, an interview with Tim Culpan about SARS, Taiwan’s response then and now, and Apple’s Supply Chain
Three potential long-term impacts of COVID-19 on the tech industry might be seen in consumer-focused developer conferences, supply chains, and Zoom’s chances versus Microsoft.
An Interview with Sinocism’s Bill Bishop about COVID-19, U.S.-China Relations, and media entrepreneurship in the dotcom bubble and today.
Apple issued its second revenue warning in two years, and while the circumstances were very different, both were about China. Then, Foxconn is diversifying — will that speed up? Plus, an interview with Dan Wang about supply chains in China.
The Coronavirus continues to spread in China, even as reports emerge of why it was not dealt with in time to make a difference, reframing the costs of authoritarianism.
Apple’s surging iPhone sales and slowing services growth suggest that lots of iPhone customers are upgrading. It’s a testament to how strong Apple’s position is that revenue it misses now it catches later.
More on Apple and restrictions on competition, and why it is different than Google. Then, Apple’s actions around vaping cross the line, plus why TikTok does not deserve the benefit of the doubt.
Making principled stands should not mean absolutism: Facebook should seek to ameliorate its trade-offs. Then, Facebook’s earnings continue to show higher costs, plus where Zuckerberg is right and wrong in defending the Instagram acquisition.
Apple had another quarter where the iPhone didn’t dominate, plus more evidence that the company is thinking like a Services company.
Digging into the specifics of Facebook CEO Mark Zuckerberg’s speech, particularly the company’s role in a contest of values with China, and why free expression depends on more than good intensions.