More on Facebook versus the media: the latter needs to understand that Facebook isn’t the enemy, and the former needs to understand that humans matter. Plus, are iPhone 7 sales better-than-expected?
Apple Event Follow-up: Super Mario Run, iPhone 7 Pessimism, Additional Notes
More on Apple’s event, in particularly Super Mario Run and why there is reason for pessimism around the iPhone 7 announcement. Plus additional notes on the event and Apple’s big chip advantage.
Beyond the iPhone
Apple’s event may have been lacking on the surface, but it laid the groundwork for innovations that will be revealed in time. And yes, it was courageous.
Apple Earnings, Apple Car Updates, Apple TV and Leverage
Apple’s earnings were better than expected but the growth challenge remains; might it come from the Apple Car? The Apple TV’s challenges are instructive in that regard.
Doubting the iPhone Revisited, What Has Changed, On Being Bearish
Today I revisit last year’s piece Stop Doubting the iPhone and why I may have been wrong. What data and assumptions have changed, and why?
Everything as a Service
We have likely reached Peak iPhone, and if not, it’s only a matter of time; physical goods can only scale so far. The future, thanks to the Internet, is everything-as-a-service
Apple’s Run, Apple Earnings and the iPhone Upgrade Cycle, The iPhone in China
Apple had an amazing run, but now there are very real questions about the iPhone, in no small part because Apple itself doesn’t seem sure what is going on.
Update on the Fight over iPhone Security, Encryption Under Attack, WhatsApp Adds Encryption
There have been significant developments when it comes to the debate over security, in which reasonable people can disagree; unsurprisingly it is on the verge of shifting to a debate about encryption. This is a fight that has only one right answer.
It’s a Tesla
Tesla is not a disruptor, but then again, neither is Apple, the closest comp: both succeed by building a brand around being the best.
The FBI Unlocks the San Bernardino iPhone, Sony to Make a New PS4?
The FBI has successfully unlocked the San Bernardino iPhone. Now the question is if they will say how. Still, I think this debate will now go away for quite a while. Then, Sony is making a new PS4 which makes sense given the changing market, even though it’s risky.