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.
Both Apple’s strengths and weaknesses were on full display at its annual WWDC keynote; the HomePod is a perfect example.
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’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.
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.
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.
This update touches on why Apple Music may be a much bigger deal than I suggested, and the moves on to all the other important announcements from Apple WWDC keynote. This includes the News app, open-source Swift, and more.
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 […]