The Cost of Developers

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.

Apple’s Middle Age

For Apple, hitting middle age means a strategy primarily focused on monetizing its existing customers. It makes sense, but one wonders what happens next.

Apple’s Strengths and Weaknesses

Both Apple’s strengths and weaknesses were on full display at its annual WWDC keynote; the HomePod is a perfect example.

Apple Announcements, iPhone Strategy vs iPod Strategy, Clips

Apple had several announcements that were relatively boring from a product perspective but very interesting when it comes to strategy. Plus, its new “Clips” app may point to new products in the future.

Amazon Opens Physical Bookstore, The iPad Pro’s Half Launch

Amazon’s physical bookstore is first and foremost an experiment. However, it’s worth considering how it fits into Amazon’s measurement of success. Then, the iPad Pro launched, but not its accessories. It’s part of a worrying trend.

App Store Policy Follow-up, The iPad Pro, The iPad Pro Accessories

First, some follow-up on yesterday’s piece on App Store policies: I actually forgot some product holes, plus a defense of “shareware.” Then, the iPad Pro’s strategic justification and a review of it and its accessories.

From Products to Platforms

Apple was at its best in its most recent keynote: unveiling the sorts of products the company is uniquely capable of creating. The question, though, is whether the company has the vision and capability of making those products into platforms.

Apple, China, and the Upper Middle Class; Apple Earnings; Apple Pay Coming to Best Buy

Good morning, A heads-up that there will be no Daily Update this Friday, May 1, as I will be taking the day off to go on a weekend trip with my family. On to the update: Apple, China, and the Upper Middle Class Apple had another record quarter, thanks primarily to China. I appreciated the […]