Siri
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Paradigm Shifts and the Winner’s Curse
When paradigms change, previous winners have the hardest time adjusting; that is why AI might be a challenge for Apple and Amazon
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Apple Retreats
Apple’s WWDC was a retreat from not just last year’s WWDC, but potentially a broader reset for the company. That’s why it was a great presentation.
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Apple and the Ghosts of Companies Past
Apple is not doomed, but for the first time in a long time its long-term fortunes are cloudy; the time to make change is now.
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A Google I/O Idea, The Smartphone AI Value Chain, Apple’s Developer Hang-Ups
More on Apple and AI, this time through the lens of Google’s point of integration and where Apple should be in response. Plus, why Apple is so hostile to developers.
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Apple AI’s Platform Pivot Potential
Apple AI is delayed, and Apple may be trying to do too much; what the company ought to do is empower developers to make AI applications.
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Alexa+, A Brief History of Alexa, Amazon — and Apple’s — Mistake
Alexa+ looks amazing, and that’s exactly my problem with it: Amazon is trying to do too much, must like Apple did with new Siri
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European Commission Charges Apple, Apple Delays New Features for E.U.
Apple is being charged by the E.U. for violations of the DMA; it’s no surprise, meanwhile, that Apple is citing the DMA for not launching new features in the E.U.

