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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Google Buys Fitbit, Why Fitbit is a Good Idea, Why It Isn’t
First some important updates about Stratechery, then Google is seeking to acquire Fitbit. Why the acquisition makes sense, and why it doesn’t.
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The Apple Watch Tells Time, Additional Observations on Apple’s Event, Revisiting App Store Search
The “Always-on” Apple Watch update is an important one, additional notes from Apple’s event, and why the company is likely being honest about App Store Search
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The iPhone and Apple’s Services Strategy
Apple’s annual iPhone event may have marked Apple’s true shift into being a Services company
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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.