iPhone
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Apple introduced some impressive product updates; the real news, though, were the prices, which suggested that Apple is fully embracing being a services company.
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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.
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The iPhone X is a quintessential Apple product, because it is the best; is there a market for iPhone 8?
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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.
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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.
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Understanding Today’s iPhone Market, Characterizing the iPhone SE, The iPhone SE Market
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.
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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.
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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.
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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.
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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.
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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.
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Stop Doubting the iPhone, The Macintosh Company
A free Daily Update reviewing Apple’s earnings and explaining why the iPhone is still being underrated. Plus, a note on how far the Mac has come.