iPhone
-
Apple introduced some impressive product updates; the real news, though, were the prices, which suggested that Apple is fully embracing being a services company.
-
The iPhone is a franchise, a product that will make money in well-defined ways; Apple understands that and is exploiting it more than ever before with the iPhones XS and XR.
-
The iPhone X is a quintessential Apple product, because it is the best; is there a market for iPhone 8?
-
Apple’s China Patent Case, Slack Versus Teams, Stratechery LLC’s Choice
More on Apple and China, this time because of a patent case with Qualcomm. Then, Microsoft Teams may be catching up with and surpassing Slack; I can understand why.
-
Apple App Store Follow-up, AWS ARM Servers, Intel’s Choice
More on Apple’s App Store monopoly, including why it’s different from Google and Steam, and far more egregious than other digital platforms. Then, Amazon announced ARM chips for AWS: what changed, and what does this mean for Intel.
-
Antitrust, the App Store, and Apple
Apple’s case before the Supreme Court is about standing; Apple has a strong case. That, though, doesn’t mean the App Store isn’t a monopoly — and that Apple isn’t increasingly predicated on rent-seeking.
-
Apple Earnings; Apple, Tencent, and China; iPad Pro Reviews
Apple’s earnings point towards a disappointing quarter, and there are also clouds on the “services narrative” horizon, particularly in China. Then, Apple’s (ongoing) mistake with the iPad.
-
iPhone Classes; iPhone Growth Drivers, and Limiters; The Apple Watch
Will the iPhone XS slump like the iPhone 6S? Probably not, because theories about the iPhone 6S slump are probably wrong. Plus, the Apple Watch.
-
The iPhone Franchise
The iPhone is a franchise, a product that will make money in well-defined ways; Apple understands that and is exploiting it more than ever before with the iPhones XS and XR.