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.
Google Earnings and the Shift to Mobile, The Steve Jobs Movie
Google provided another set of strong earnings, and a return to their roots — search — is the biggest reason why. Plus, my review of the Steve Jobs movie.
Amazon’s Transformation, Continued; Microsoft’s Transformation…and Threat
As predicted last quarter, AWS is increasingly the engine driving Amazon’s financial results. However, there is evidence the e-commerce side is changing as well. Then, Microsoft has completely changed itself over the last few years, but the company is not out of the woods just yet.
YouTube Red, Yahoo Stumbles
YouTube Red doesn’t make much sense at first glance, but there might be something there if Google goes all in. Plus, the sad end of Yahoo.
Meituan-Dianping Merge in China, Facebook Messenger’s Business Model, Facebook and Teens
China’s O2O market is in the consolidation phase, and the competition is fierce. That, though, helps highlight why an advertising business model is sometimes so attractive, like, for example, the one that Facebook has. Plus, why the “Facebook has a problem with teens” narrative really isn’t a big deal
Venture Capital Follow-up, Square Files for IPO, Concerns About Theranos
A follow-up and some much needed specificity to yesterday’s Venture Capital article, then why Square’s IPO may be a better opportunity than it first appears. Plus, there’s concerning news about Theranos, a company with significant potential.
AWS Re:invent, Pure Storage IPOs, Dell to Buy EMC; Enterprise Disruption; Dell’s Logic
Three news events from last week — Amazon’s AWS conference, the Pure Storage IPO, and Dell’s plan to buy EMC — make for a text case of disruption in all its forms.
Microsoft’s Hardware Event, Satya Nadella Versus Windows, The Surface Strategy
Microsoft’s hardware event was very compelling on multiple levels: what it said about Windows, what it said about Microsoft, and what it said about Satya Nadella.
The iPhone 6S, The End of the iPhone 5C, The iPhone Upgrade Program
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.
App Store Policy Follow-up, The iPad Pro, The iPad Pro Accessories
First, some follow-up on yesterday’s piece on App Store policies: I actually forgot some product holes, plus a defense of “shareware.” Then, the iPad Pro’s strategic justification and a review of it and its accessories.