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.

Google’s Search for the Sweet Spot

Google’s hardware event shows the company’s commitment both to devices and to artificial intelligence; just doing what you are good at, though, is not always enough.

The iPhone 8 Price Rise, The Cellular Apple Watch, Apple TV 4K and Disney

The iPhone 8 price raise was unexpected and a reminder of how much Apple values margin. Then, the cellular Apple Watch was the real glimpse of the future, and why no one should be surprised Disney didn’t make a deal with Apple.