iPad
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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…
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Something very strange is happening this week: there is an Apple event, and very few people – including myself – are particularly jazzed up about it. Oh sure, I’ll watch it, and I hope I’m…
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This is part two in a series on last week’s iPad event. Part 1: Whither Liberal Arts? | Part 2: The Missing “Why” of the iPad | Part 3: The Magical iPad Christina Warren took…
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Integrated Apple and App Store Risk
WWDC highlighted how Apple’s differentiation is based on integration; the company ought not risk that differentiation for exploitive App Store policies.
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Apple’s Shifting Differentiation
Apple is about the integration of hardware and software, but the balance between the two has shifted over time.
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Rethinking the App Store
Assume that Apple is going to win versus Epic: what is a reasonable approach to the App Store that will gain more developer support?
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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.
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The Tragic iPad
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.
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The Apple Watch Tells Time, Additional Observations on Apple’s Event, Revisiting App Store Search
The “Always-on” Apple Watch update is an important one, additional notes from Apple’s event, and why the company is likely being honest about App Store Search
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Revisiting Google’s Cloud Numbers, Apple Earnings, Additional Notes on Apple Earnings
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.
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Apple Event Follow-up, Apple’s Hardware Announcements, Google Stadia
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.
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Antitrust, the App Store, and Apple
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.