More on last week’s iPhone launch, specifically the names and prices of the new iPhones.
The iPhone 12 Event, iPhone Pro Differentiation, Additional Notes
Apple’s iPhone 12 introduction was surprising, not necessarily because of the iPhone 12, but because of what Apple chose to focus on.
2020 Bundles
The state of bundles in 2020: Netflix, Disney, Amazon, Microsoft, and Apple. Plus, Microsoft’s purchase of ZeniMax.
TikTok Update, Microsoft and Oracle, Apple’s China Production
China is stepping in to the TikTok saga, and their approach seems justified; Microsoft should drop out. Then, how is Apple manufacturing its products in the time of COVID?
Facebook’s iOS 14 Announcement, Understanding the IDFA, The Real Showdown
What was interesting about Facebook’s iOS 14 announcement was not what it said about the IDFA, but what it didn’t say about Apple’s broader policies.
Rethinking the App Store
Assume that Apple is going to win versus Epic: what is a reasonable approach to the App Store that will gain more developer support?
New Huawei Rules, What Now for Huawei, Apple’s Brand and China Inc.
New Huawei rules may kill not only the company’s handset business, but also its base station business. Why hasn’t China yet retaliated against Apple?
Apple, Epic, and the App Store
The App Store is not one thing: it is installation, payments, and customer management; the further Apple gets from iOS, the worse its actions are for users and developers.
Apple and Facebook
Apple and Facebook seem like they are in conflict, but have often been each other’s best partners.
Apple’s New Reality; Apple’s Transition Strategy; Apple v. Developers, Continued
How Apple’s moat was built, the parallels to the Intel transition, and more developer tension.