More on Apple and restrictions on competition, and why it is different than Google. Then, Apple’s actions around vaping cross the line, plus why TikTok does not deserve the benefit of the doubt.
Integration and Monopoly
Apple has won through integration, but integration combined with network effects and economies of scale can result in bad outcomes that look a lot like monopolies.
Apple’s Earnings, iPhone Pricing, Additional Notes on Apple’s Earnings
Apple had another quarter where the iPhone didn’t dominate, plus more evidence that the company is thinking like a Services company.
The iPhone and Apple’s Services Strategy
Apple’s annual iPhone event may have marked Apple’s true shift into being a Services company
Apple Versus Project Zero, Apple’s Poor Response, The China Paradox
Apple took on Google’s Project Zero over the weekend, and didn’t come out looking particularly good, particularly since China is a huge paradox for Apple.
Revisiting Google’s Cloud Numbers, Apple’s Earnings, Additional Notes on Apple’s 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.
Facebook’s FTC Fine, Apple and Microsoft’s Mistake, IBM’s Unbundling
Facebook’s FTC fine is being pilloried, but it really is large and unprecedented. Plus, why Facebook critics were asleep at the wheel. Then, Microsoft saving Apple has an analogy to IBM, and is a potential argument in favor of antitrust action.
Apple, Design, and Operations; So It Goes; The Role of Jeff Williams
More on Jony Ive’s exit, and why blaming Tim Cook misses the broader changes that are an inevitable by-product of success. Than, clarifying Jeff Williams role as CEO-in-waiting.
[FREE] Jony Ive Leaves Apple, Ive’s Legacy, The Post-Ive Apple
Jony Ive is leaving Apple: how it happened, Ive’s legacy, and what it means for Apple going forward.
Tech and Antitrust
A review of the potential antitrust cases against Google, Apple, Facebook, and Amazon suggests that only Google is vulnerable.