Apple Watch
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The Apple Watch’s success depends on three things: the physical design, the interaction model, and how it interacts with its environment. It’s on the right track
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Last fall, Apple CEO Tim Cook described the Apple Watch as the “next chapter” in Apple’s history, placing it at the same level as the Mac, iPhone and iPod. I get the sense that a…
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The impression I get is that many people don’t really understand why I changed my mind about the Apple Watch. In Apple Watch: Asking Why and Saying No I criticized the lack of an explicit…
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Revisiting Google’s Cloud Numbers, Apple Earnings, Additional Notes on Apple Earnings
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.
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Apple, Design, and Operations; So It Goes; The Role of Jeff Williams
More on Jony Ive’s exit, and why blaming Tim Cook misses the broader changes that are an inevitable by-product of success. Than, clarifying Jeff Williams role as CEO-in-waiting.
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The First Post-iPhone Keynote, More on Antitrust and Tech, Developers Sue Apple
Why a better name for Apple’s Audacity was “The First Post-iPhone Keynote”; then, why a broad focus on tech by antitrust authorities is good for Google, and the implications of the Supreme Court getting *Pepper* wrong.
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Apple’s Errors
Apple’s management made three errors that led to the restatement of revenue; those errors, though, suggest that the company’s business is in better shape than it appears.
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Antitrust, the App Store, and Apple
Apple’s case before the Supreme Court is about standing; Apple has a strong case. That, though, doesn’t mean the App Store isn’t a monopoly — and that Apple isn’t increasingly predicated on rent-seeking.
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Google Data Issue Follow-Up, Battle for the Home Follow-Up, Apple’s Device Business Model
Follow-up Thursday: more on Google’s data exposure, then the The Battle for the Home rages on. Plus, Apple’s business model strikes again.
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iPhone Classes; iPhone Growth Drivers, and Limiters; The Apple Watch
Will the iPhone XS slump like the iPhone 6S? Probably not, because theories about the iPhone 6S slump are probably wrong. Plus, the Apple Watch.
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Apple Centricity, Watch Tentposts, Apple’s Philosophy and Managing Time
An overview of the WWDC keynote, including Apple’s transition away from touch, how the Apple Watch is reaching its potential, and why Apple’s approach to screen time is so refreshing.
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Apple Follow-Up, Apple Earnings, Sony CEO Kazuo Hirai Steps Down
Is Apple setting itself up for disruption, or will its integration lead to more markets? Its earnings offer evidence in both directions, and worrisome China results. Then, Kazuo Hirai steps down after setting Sony on the only sustainable path.
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Apple’s Middle Age
For Apple, hitting middle age means a strategy primarily focused on monetizing its existing customers. It makes sense, but one wonders what happens next.