The iPhone 6S, The End of the iPhone 5C, The iPhone Upgrade Program

The iPhone 6S is an impressive upgrade, particularly 3D Touch. The iPhone, though, has far deeper advantages: first, in China where its status remains unchallenged, and also in developed markets where Apple is commoditizing carriers.

App Store Policy Follow-up, The iPad Pro, The iPad Pro Accessories

First, some follow-up on yesterday’s piece on App Store policies: I actually forgot some product holes, plus a defense of “shareware.” Then, the iPad Pro’s strategic justification and a review of it and its accessories.

From Products to Platforms

Apple was at its best in its most recent keynote: unveiling the sorts of products the company is uniquely capable of creating. The question, though, is whether the company has the vision and capability of making those products into platforms.

Verizon Changes Rate Plans, The Importance of Upgrades, iMessage and the U.S. Market

Verizon announced they were changing the structure of their phones plans away from subsidies and towards phone financing. I think it’s less of a big deal than many are painting it to be, and if anything, it will help the iPhone. Plus, why iMessage is particularly important in the U.S.

German Automaker Consortium Buys Here Maps, Don’t Dismiss Apple MVNO Rumors

As expected a consortium of German automakers has acquired Here Maps. It’s hard to see this as anything other than defense of the status quo, particularly against Uber. What, though, will the latter do now?

Then, the usual skepticism surround rumors that Apple will launch an MVNO. However, I think that Apple has more leverage than you might think, and Aggregation Theory explains why.

Intel and the Delay in Moore’s Law, Another Android Vulnerability

Moore’s Law has officially hit a slow-down. The more important question is why — and it is necessarily as bad a thing as we expected? Plus, the latest Android vulnerability points to a big Apple advantage and the implications of tradeoffs.

The Remarkable iPhone 6, The Apple Watch, Microsoft Earnings

Perhaps the most surprising thing about the iPhone 6 is that Apple itself keeps getting it wrong. Plus, some observations about the Apple Watch and an appreciation of Satya Nadella.

The Best Twitter Day Ever, The End of Windows Phone

Something amazing happened on Twitter that really highlighted how unique the service is. It also showed how many product holes remain. Then, Satya Nadella does what needed to be done. That doesn’t make it any less impressive.