It is tempting — and useful — to look at Apple and Amazon’s deal in a bilateral context. It probably makes more sense, though, in the context of Netflix and the future of video.
Apple and Amazon make a deal; I suspect it has been in the works for a long time, including Apple Music being on Alexa.
Apple’s Services Event generally made sense, even if most products weren’t ready to launch. It’s fair to wonder, though, if something important is being lost.
Apple’s Errors don’t preclude the idea that prices are too high; meanwhile, the company is meaningfully pivoting to services, at least in terms of content. Then, Samsung’s pain is Apple’s gain.
Apple Music is coming to the Amazon Echo, a development that I find absolutely fascinating: what does this mean for Apple, and Spotify? Plus, this isn’t the first time Apple and Amazon have made a deal.
A federal judge rules against Qualcomm in a clear victory for Apple, just another area where Qualcomm is struggling. Then, why is Netflix allowing itself to be commoditized, at least a bit, by MVPDs?
For Apple, hitting middle age means a strategy primarily focused on monetizing its existing customers. It makes sense, but one wonders what happens next.
The iPhone 8 price raise was unexpected and a reminder of how much Apple values margin. Then, the cellular Apple Watch was the real glimpse of the future, and why no one should be surprised Disney didn’t make a deal with Apple.
Both Apple’s strengths and weaknesses were on full display at its annual WWDC keynote; the HomePod is a perfect example.
Facebook faces a daunting challenge when it comes to policing content, but it is a challenge the company brought on itself. Then, Facebook’s video tab is competing against YouTube, not Amazon or Netflix, and business models explain why — and probably explain the Amazon-Apple truce.