Mobile
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The Vanishing Uninformed, Charted
Last night I wrote: In the United States, where an iPhone 4 is free,1 customers who have the option of an iPhone choose it in overwhelming numbers (over 80% on AT&T and over 60% on Verizon). It’s increasingly clear that Android market share in the US was a direct result of iPhone carrier restrictions; those are…
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The iPad and the Disaggregation of Computing
In the 10 days this blog has been online I’ve spent a lot of time on mobile, and understandably so! It’s the biggest business in tech, and the entry point to computing for much of the world. But, like many geeks, it is traditional computers that have always been closest to my heart, and what is…
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Strategy 101 and the Wall Street Journal: A Fisking
The Wall Street Journal has 531 words in a news item about Apple’s plans to start production on a new iPhone in the second quarter. 155 of the words are useful:1 Apple Inc plans to begin production of a refreshed iPhone similar in size and shape to its current one in the second quarter of the…
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The Real Reason Andy Rubin left Android
Business Insider: Earlier this year, the Wall Street Journal reported that Andy Rubin viewed Android’s most successful partner, Samsung, as a potential threat. Why?: Samsung could grow so popular with consumers, that it could eventually re-write Android’s code in an entirely customized way, and stop calling it Android altogether. The report said Rubin told a room…
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Two seemingly unrelated links, posted without commentary
Huge construction firm uses iPads and Apple TV to save millions Shortly after the global construction giant Balfour Beatty got the multibillion-dollar contract to rebuild two terminals at Dallas-Forth Worth airport, the company discovered an unpleasant surprise: the architectural and planning documents were expected to run to 60,000 pages… It was time to go digital. Pistor…
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Apple plans to scale up presence in India
The Economic Times of India (emphasis mine): The US and China were the only countries that accounted for more than 10% of Apple’s net sales in 2012 and 2011. Apple CEO Tim Cook had time and again said China is where Apple would see future growth, and famously said last year that while he loved India,…
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Value Chains
The Samsung Galaxy 4 reviews should be rolling in shortly. They will recount the screen, processor, camera, face detection tech — every speed and feed there is will be dissected, discussed, and scored. Said features will be compared, first to the recently released HTC One, and most certainly to the iPhone 5. And most of it…
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First targeted attack to use Android malware discovered
Ars Technica: On March 25, the e-mail account of a Tibetan activist was hacked and then used to distribute Android malware to the activist’s contact list. The e-mail’s lure was a statement on the recent conference organized by the World Uyghur Congress that brought together Chinese democracy activists and Tibet, Southern Mongolia, and East Turkestan human rights…
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Apple and the Innovator’s Dilemma
This paper was originally written in 2010 for a Corporate Innovation class at Kellogg Business School, and thus predates Stratechery by several years.