The impact of the Digital Markets Act on App Stores and messaging.
Microsoft has come full circle from the company that cared more about Windows than Office; the retirement of the Office name is possible precisely because Microsoft gave up on Windows and went to the cloud.
Notes on WWDC, including the emergent AppleOS, M2 and speculation on M3, and the privacy shoe that didn’t drop
An interview with Tony Fadell about the iPod, iPhone, Apple’s history with Samsung, Nest, the future of ARM, and his new book “Build”.
Centralized control is useful at the beginning of an economy, but limits innovation in the long run. That is as true for China as it is for the App Store.
WWDC highlighted how Apple’s differentiation is based on integration; the company ought not risk that differentiation for exploitive App Store policies.
Apple is about the integration of hardware and software, but the balance between the two has shifted over time.
What was interesting about Facebook’s iOS 14 announcement was not what it said about the IDFA, but what it didn’t say about Apple’s broader policies.
Assume that Apple is going to win versus Epic: what is a reasonable approach to the App Store that will gain more developer support?
Apple’s Earnings show the stabilizing factor of services and the upside of China; Amazon’s earnings show that supply constraints make forecasts easy.