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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An Interview with Craig Moffett About Apple and Telecoms
An interview with Craig Moffett about how the iPhone changed the telecoms industry, Apple’s outlook in the age of AI, and how the TV situation has gone from bad to worse.
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Boomer Apple
Apple is well and truly a services company; hardware is necessary but insufficient for future growth.
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iPhone Pricing, DirecTV and Disney, Bars and Sports
Why I think Apple will raise iPhone prices, plus Disney is in another carriage dispute.
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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.
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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.
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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.
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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.
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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.