Apple Card launched without a website, which suggests something fundamental about Apple’s nature. Then, revisiting a Stratechery article from six years ago.
Google’s cloud numbers are probably much worse than they appear. Then Apple delivered post-iPhone earnings that were impressive in what they said about Apple’s future.
There is a fascinating story unfolding in Australia over the attempt by banks to stand up to Apple Pay. What is happening, why, and what it says about competition in a world of aggregation.
A bit of follow-up on why the SE might not succeed in India, and then an exploration of Blendle, the new micropayments platform for news that launched yesterday, along with an interview with co-founder Alexander Klöpping. Plus, Apple Pay for websites.
There’s another new payments solution coming — Chase Pay. The punchline is easy: it will fail. Why it will fail, though, is interesting, and it shows the opportunities and challenges for Apple Pay specifically and the usefulness of Aggregation Theory.
With all the talk of platforms I’d be remiss in discussing what may be the most vibrant platform of all: AWS. Then, the liability shift arrives today, and a surprising number of merchants aren’t ready. Maybe Samsung Pay had the right strategy after all…or maybe not.
The upcoming liability switchover offers the best ever chance for Apple to drive Apple Pay adoption, at least in the United States. Apple should put all its efforts behind making it happen, even if it helps Android Pay too. Plus, MCX unravels.
This update touches on why Apple Music may be a much bigger deal than I suggested, and the moves on to all the other important announcements from Apple WWDC keynote. This includes the News app, open-source Swift, and more.
More on the difference between privacy and security, and why precision in language is critical.
This update expands on my Apple Watch review by discussing the differences between platforms and ecosystems and why that matters for the Watch’s long-term success. Then, a revisit of the ad-blocking debate, and a discussion of why labels are more powerful now than previously.