Mac
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Apple is about the integration of hardware and software, but the balance between the two has shifted over time.
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OS X is retired, but fortunately, its legacy appears to live on in macOS 11.0.
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ARM Macs are imminent; why they make sense, and why the implications could be far-reaching, for not just Apple but also Intel.
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The General-Purpose iPad and the Specialist Mac
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 iPhone]…
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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.