Google’s cloud numbers are probably much worse than they appear. Then Apple delivered post-iPhone earnings that were impressive in what they said about Apple’s future.
A follow-up to Apple’s Services Event, plus an overview of Apple’s hardware announcements. Then, Google Stadia and it’s potential competition with Apple and Microsoft.
Apple’s case before the Supreme Court is about standing; Apple has a strong case. That, though, doesn’t mean the App Store isn’t a monopoly — and that Apple isn’t increasingly predicated on rent-seeking.
Apple’s earnings point towards a disappointing quarter, and there are also clouds on the “services narrative” horizon, particularly in China. Then, Apple’s (ongoing) mistake with the iPad.
Apple’s decision to stop reporting unit sales is defensible; the company, though, should provide more data to support its new growth story.
Paul Allen helped create Microsoft, but it didn’t define him. Then, Photoshop for the iPad is announced; it has a chance because it’s from a big company.
Amazon’s rumored move into Switches is being framed as being about Cisco, but I suspect it’s about Microsoft. Then, Adobe is making Photoshop for iPad, which benefits from subscriptions.
Microsoft paid a lot for GitHub, because it had to pay directly for access to developers. It doesn’t have the leverage of users the way that Apple does on the App Store.
A quick aside as to why Stratechery doesn’t have an app, then a review of Apple’s educational event, and why the company’s business model limits it in education relative to Google.
For Apple, hitting middle age means a strategy primarily focused on monetizing its existing customers. It makes sense, but one wonders what happens next.