Apple issued its second revenue warning in two years, and while the circumstances were very different, both were about China. Then, Foxconn is diversifying — will that speed up? Plus, an interview with Dan Wang about supply chains in China.
Apple’s surging iPhone sales and slowing services growth suggest that lots of iPhone customers are upgrading. It’s a testament to how strong Apple’s position is that revenue it misses now it catches later.
The iPad is 10, and while it remains a useful device, it is ultimately a disappointment. Apple lost the vision for what the iPad could be, and never gave space for developers to figure it out for them.
More encryption news, this time about how Apple holds the keys to iCloud backups. I think this approach strikes the right balance: privacy exists, particularly if you work for it, while acknowledging legitimate societal concerns.
More on Visa/Plaid, including why payments in the U.S. and China are so different. Then, Apple is facing off against the FBI again, but its position is both stronger technologically and weaker politically.
The beginning of technology was about the shift from batched computing in one place to continuous computing everywhere. That era of paradigm changes may be over, which means the real changes are only beginning.
Understanding the differences between platforms and Aggregators is critical when it comes to considering regulation.
More on Apple and restrictions on competition, and why it is different than Google. Then, Apple’s actions around vaping cross the line, plus why TikTok does not deserve the benefit of the doubt.
Apple has won through integration, but integration combined with network effects and economies of scale can result in bad outcomes that look a lot like monopolies.
First some important updates about Stratechery, then Google is seeking to acquire Fitbit. Why the acquisition makes sense, and why it doesn’t.