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?
-
An Interview with Ben Bajarin About Smartphones, AI, and Intel
An interview with Ben Bajarin about AI’s impact on the smartphone market, including the differing strategies between Apple and Google. Then, a long discussion about what to do about Intel.
-
Apple Intelligence is Right On Time
Apple is expected to announce a range of AI features at WWDC; the company is well placed to benefit from AI: they are not too late, but right on time.
-
Apple Earnings, Wearables and Vision Pro, AI Leverage
Apple’s earnings highlighted the company’s product maturity; will AI drive an upgrade cycle? Plus, why Wearables are slumping, and why Vision Pro isn’t moving the needle.
-
More on Humane, Limitless, The iPhone Integration Barrier
More on Humane’s attempt to replace the iPhone, and how Limitless is taking a drastically different approach. Both, though, face the iPhone integration barrier.
-
Apple and the Monopoly Question, iPhone Market Share, Apple’s Durability
More on the Apple antitrust case, and the pertinent question of whether or not the iPhone has dominant market share. Then, why the DOJ’s theory of the case is fundamentally flawed.
-
United States v. Apple
Apple is being sued by the DOJ, but most of the complaints aren’t about the App Store. I think, though, Apple’s approach to the App Store is what led to this case.
-
The Apple Vision Pro
The Apple Vision Pro is a disappointment for productivity, in part because of choices made to deliver a remarkable entertainment experience. Plus, the future of AR/VR for Apple and Meta.
-
The Apple Vision Pro’s Missing Apps
The Apple Vision Pro is missing some important apps, and it seems likely that Apple’s App Store policies played a part. Might the company respond by doubling down with Disney?