Apple’s decision to stop reporting unit sales is defensible; the company, though, should provide more data to support its new growth story.
Microsoft Teams is another example where Windows held too much sway. Then, ARM might be coming to the Mac; if it is, it shows the importance of commitment.
Twitter lost the NFL streaming deal to Amazon; all the reasons why the deal didn’t make sense for Twitter explain why Amazon is doing it. Then, the most interesting part of Apple’s Mac Pro news is the timeline.
Slack made Microsoft’s Teams announcement much more exciting with a taunting ad in the New York Times, an echo of Apple’s ad welcoming IBM to the PC. That may not be the precedent that Slack wants.
There have always been iPhone bears, but the latest set seems to be ignoring reality. Plus, the amazing success of the Mac and what that means for the iPhone.
I’ve written previously that the iPad was helping to unbundle the general-purpose PC: The iPad and the Disaggregation of Computing The Humpty Dumpty PC The (Alleged) 13-Inch iPad and the Triumph of Thin Clients From the Humpty Dumpty PC: The iPad and other appliance-like devices have actually had the opposite effect [as compared to the […]
This paper was originally written in 2010 for a Corporate Innovation class at Kellogg Business School, and thus predates Stratechery by several years.