The Apple Vision Pro is missing some important apps, and it seems likely that Apple’s App Store policies played a part. Might the company respond by doubling down with Disney?
An Interview with “Father of the iPod” Tony Fadell
An interview with Tony Fadell about the iPod, iPhone, Apple’s history with Samsung, Nest, the future of ARM, and his new book “Build”.
Apple’s Middle Age
For Apple, hitting middle age means a strategy primarily focused on monetizing its existing customers. It makes sense, but one wonders what happens next.
Apple and the Oak Tree Follow-up, Is HomePod Late?, Apple Earnings
More on Apple’s earnings, China prospects, and HomePod’s potential beyond simply being a speaker.
Apple and the Oak Tree
Apple’s business, thanks to Services, is growing ever stronger, even as Apple loses the model — and the product — that made the company what it is today.
Apple Announcements, iPhone Strategy vs iPod Strategy, Clips
Apple had several announcements that were relatively boring from a product perspective but very interesting when it comes to strategy. Plus, its new “Clips” app may point to new products in the future.
Apple Music and Apple’s Focus
Apple Music was a muddled mess, which raised the question of why it exists in the first place. Is it important anymore? More importantly, is Apple having trouble remembering how to focus?
Why Now for Apple Watch
The impression I get is that many people don’t really understand why I changed my mind about the Apple Watch. In Apple Watch: Asking Why and Saying No I criticized the lack of an explicit “why” in the Watch presentation and questioned parts of the demo, particular those which replicated phone functionality. After all, if […]
Daily Update: Amazon’s New Devices, Sony Gets Crushed, Apple Takes Aim on Google
2014-09-18 Good morning, From my email, it seems like my post yesterday about Apple Watch surprised a few of you (please check out the full piece on Stratechery, as it differed from yesterday’s email in a few key areas). I don’t like changing my mind, but I hate being wrong more, and I changed mySubscribe […]
Apple Watch: Asking Why and Saying No
Dan Frommer wrote in Quartz about The Hidden Structure of the Apple Keynote. His analysis covered 27 events since 2007, and included things like average length, laughs per executive, and the timing of iPhone reveals. It’s a good read, but in light of the Watch introduction, I am more interested in comparing yesterday’s keynote to […]