While I touched on why the iPhone SE was important yesterday, this is the full deep dive on one of Apple most strategically important launches in a long time.
Andy Grove and the iPhone SE
Andy Grove passed away the same day that Apple announced the iPhone SE. One of Grove’s best decisions reminds me of this launch.
Why New iPhones Are Also Vulnerable, This Case is Not About Encryption, Battles Versus Wars
Apple clarified off-the-record that new phones would also be covered by the precedent of the FBI’s request, which explains why they are drawing a line in the sand. Said line, though, is not about encryption. That is important because encryption could be the ultimate victim.
Apple Versus the FBI, Understanding iPhone Encryption, The Risks for Apple and Encryption
Apple is in a face-off with the FBI; understanding what is at issue, and the long-term risks Apple faces.
Twitter Follow-up, Apple’s Good Earnings, Apple is Not a Services Company
Understanding why Twitter failed has strategic implications today. Then, Apple’s earnings were better than they looked, but despite the CFO’s protestations, they are still not a services company.
Netflix Goes Global, iPhone Worry
Netflix’s surprising announcement that the company was extending its service to nearly every country on earth was impressive in its execution, what it said about the company’s strategy, and it raised interesting points about Aggregation Theory and Netflix’s future opportunities. Plus, there is a lot of smoke when it comes to worries about the iPhone.
Stop Doubting the iPhone, The Macintosh Company
There have always been iPhone bears, but the latest set seems to be ignoring reality. Plus, the amazing success of the Mac and what that means for the iPhone.
Google Earnings and the Shift to Mobile, The Steve Jobs Movie
Google provided another set of strong earnings, and a return to their roots — search — is the biggest reason why. Plus, my review of the Steve Jobs movie.
The iPhone 6S, The End of the iPhone 5C, The iPhone Upgrade Program
The iPhone 6S is an impressive upgrade, particularly 3D Touch. The iPhone, though, has far deeper advantages: first, in China where its status remains unchallenged, and also in developed markets where Apple is commoditizing carriers.
Steve Jobs: The Man in the Machine, What I’m Watching For at the Apple Event
My review of Alex Gibney’s new documentary, Steve Jobs: The Man in the Machine, plus what I’m looking for at this week’s Apple event.