Mobile
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Amazon Buys Globalstar, Delta to Add Leo, The Apple Angle
Amazon’s Globalstar acquisition is being framed as Amazon versus SpaceX, but I think the real story is about Apple.
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An Interview with Asymco’s Horace Dediu About Apple at 50
An interview with Asymco’s Horace Dediu about his career in tech, Apple’s first 50 years, and the prospects for the next 50, particularly in the face of AI
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Apple’s 50 Years of Integration
Apple has survived 50 years by being the only company integrating hardware and software; if the company loses because of AI it will be because the point of integration changes.
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Apple Earnings, Supply Chain Speculation, China and Industrial Design
Apple’s earnings could have been higher but the company couldn’t get enough chips; then, once again a new design meant higher sales in China.
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An Interview with Ryan Jones About Flighty and Building Apps in 2025
An interview with Ryan Jones about Flighty, my favorite iOS app, and how the App Store has evolved over the last 15 years.
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SpaceX Buys More Spectrum, SpaceX’s Pivot, Why Apple and SpaceX Should Partner
SpaceX buys the spectrum it needs to be a standalone mobile carrier; the company should partner with Apple to deliver truly differentiated experiences.
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F1 on Apple TV, Distribution as Differentiation, A Worthwhile Gamble
F1 is officially on Apple TV, and it’s both a worthwhile gamble on Apple’s distribution being a differentiator.
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The Oracle Inflection Point, Apple’s Price Increase
Oracle’s AI commitment requires debt, which marks an inflection point in a potential AI bubble; then, Apple finally increases iPhone prices