Apple’s Social Network

Apple’s decision to stop reporting unit sales is defensible; the company, though, should provide more data to support its new growth story.

Amazon Switches?, AWS Versus Azure, Photoshop on iPad

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.

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.

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.