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?
-
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?
-
The Supreme Court Declines to Hear Apple-Epic, Apple’s (Predictable) Response
The Supreme Court declined to hear the Apple Epic case, which means the injunction against Apple’s ban on steering links in apps goes into effect. Apple’s response, though, shows that nothing will change (and no one should be surprised).
-
Google’s Apple Payments; Apple Services: Narrative vs. Reality; Google’s Motivation
The juiciest detail yet came out of the Google antitrust case: how much the company pays Apple. This isn’t just a function of Apple’s leverage, but also Google’s strategic foresight.
-
Apple’s iPhone Event; Innovation and Iteration; Pricing, Inflation, and Services
Apple’s iPhone event was better than it seemed, especially if you ignore a misguided video. Then, the iPhone gets another price cut.
-
Arm’s F-1, Arm’s Risks, Arm’s Price
Arm’s F-1 is out, and while there is a reasonable plan for growth, its hard to justify the price Softbank is hoping for.
-
Apple Earnings; OpenAI, GPTBot, and Robots.txt; Zoom’s Terms-of-Service
Apple’s earnings were boring, which is a credit to the company, while OpenAI and Zoom raise questions about data and AI
-
The App Store and the Digital Markets Act, Third-Party App Stores, Messaging Interoperability Madness
The impact of the Digital Markets Act on App Stores and messaging.
-
AI Bundling Follow-Up, iPhone Follow-Up
Follow-up to AI Bundling, including costs, the meaning of distribution, and centralization, and why Apple is still a product company.