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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iPhones 17 and the Sugar Water Trap
Apple’s iPhone announcement was impressive, but no one was impressed, because Apple is increasingly peripheral to what is changing the world.
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SpaceX Buys Spectrum, Spectrum Specifics, SpaceX’s Big Bet
SpaceX just made a huge deal for spectrum, but they will still need partners; the real goal is knocking competition out of the game.
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Paradigm Shifts and the Winner’s Curse
When paradigms change, previous winners have the hardest time adjusting; that is why AI might be a challenge for Apple and Amazon
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Apple Retreats
Apple’s WWDC was a retreat from not just last year’s WWDC, but potentially a broader reset for the company. That’s why it was a great presentation.
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OpenAI Acquires io, OpenAI’s Strategic Positioning, Apple’s Worsening AI Problem
OpenAI is acquiring io, Jony Ive’s hardware company. Is the company actually focused on displacing Apple? Apple needs to spend big in response.
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Apple Held in Contempt, The Crux of the Case, The Takings Clause
The judge in the Epic case released a devastating ruling on Apple’s lack of compliance in terms of allowing links to the win; Apple was clearly in the wrong, but still might win on appeal.
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Apple and the Ghosts of Companies Past
Apple is not doomed, but for the first time in a long time its long-term fortunes are cloudy; the time to make change is now.
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American Disruption
A new take on Trump’s tariffs, including using a disruption lens to understand the U.S.’s manufacturing problem, and why a better plan would leverage demand, not kill it.
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Apple’s China Problem, Apple in the Short Term, Tech’s Complement Risk
A focus on the tariff’s impact on Apple specifically, and how Apple itself contributed to China’s technological development.