Apple and Facebook seem like they are in conflict, but have often been each other’s best partners.
Apple’s New Reality; Apple’s Transition Strategy; Apple v. Developers, Continued
How Apple’s moat was built, the parallels to the Intel transition, and more developer tension.
The End of OS X
OS X is retired, but fortunately, its legacy appears to live on in macOS 11.0.
TikTok and Quibi, TikTok and Shopify, TikTok Complications
Quibi — and Shopify! — explain why TikTok is so successful. As always, though, the TikTok story is complicated by the Chinese connection.
Apple Earnings, Amazon Earnings
Apple’s Earnings show the stabilizing factor of services and the upside of China; Amazon’s earnings show that supply constraints make forecasts easy.
More on Apple and Google, Germany Versus Apple, Facebook’s Surveys
More evidence that Apple and Google are dictating terms to governments; then, it is possible that Facebook’s approach to discovering outbreaks has the most promise.
Facebook Invests in Jio Platforms, The Building of Jio, Understanding the Deal
Jio showed how the best way to serve the poor is to create a market for them, not simply give them charity like Facebook tried to do with Free Basics. That is why it makes sense for them to work together.
The iPhone SE, Accounting for the iPhone SE, New iPhones
The new iPhone SE inspires a revisit to Apple’s low-end strategy, which may simply be a matter of accounting. Then, Apple may be launching new iPhones despite the coronavirus.
iPhone Delay?; An Interview with Tim Culpan about SARS, Taiwan’s Response Then and Now, and Apple’s Supply Chain
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
Tech Companies Versus Misinformation, Tech Tracking, Capability Versus Policy
Tech companies unite to fight misinformation, and potentially are working on tracking COVID-19. What tradeoffs might that entail, and is it worth building capability and trusting in policy?