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 Earnings, Facebook’s F8 Keynote, Facebook Dating

Apple’s earnings were less interesting than the expectations game. Facebook’s F8 conference, meanwhile, again cast Zuckerberg’s vision of technology in stark contrast to Steve Jobs. Plus, why Facebook Dating will likely flop.

Divine Discontent: Disruption’s Antidote

Apple has long defeated disruption by focusing on the user experience; Jeff Bezos and Amazon, though, show that user expectations for their experience are ever-changing.

Apple Follow-Up, Apple Earnings, Sony CEO Kazuo Hirai Steps Down

Is Apple setting itself up for disruption, or will its integration lead to more markets? Its earnings offer evidence in both directions, and worrisome China results. Then, Kazuo Hirai steps down after setting Sony on the only sustainable path.

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 at Its Best

Apple’s original competitive advantage — the integration of hardware and software — is more durable than disruption theory would suggest.