Apple
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Tim Cook had an extraordinary run — and impeccable timing, both in terms of when he became CEO, and when he is stepping down.
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Apple has survived 50 years by being the only company integrating hardware and software; if the company loses because of AI it will be because the point of integration changes.
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Apple is well and truly a services company; hardware is necessary but insufficient for future growth.
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For Apple, hitting middle age means a strategy primarily focused on monetizing its existing customers. It makes sense, but one wonders what happens next.
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A core part of what makes Apple Apple is its organization structure; Tim Cook has said it will never change. However, if Apple is serious about being a services company, change it must.
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Clayton Christensen continually predicts that Apple will be disrupted because his theory does not incorporate the importance of the user experience.
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Anti-Monopoly vs. Antitrust
What matters about the Congressional report on tech and antitrust is that it exists, not the specific details.
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Widgetsmith, Apple’s Curation, Google’s Reported Clampdown
The story of Widgetsmith, why Apple doesn’t have to worry about curation, and why Google is happy to follow along.
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2020 Bundles
The state of bundles in 2020: Netflix, Disney, Amazon, Microsoft, and Apple. Plus, Microsoft’s purchase of ZeniMax.
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Apple’s “Time Flies” Event, Apple One, Fitness+ and Peloton
Reviewing Apple’s “Time Flies” event, including Apple One and Fitness+
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Nvidia’s Integration Dreams
Nvidia’s acquisition of ARM only makes sense from a financial perspective, unless you buy Jensen Huang’s datacenter dreams.
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Netflix and Working-From-Home; Parents Versus Non-Parents; Apple’s COVID Manufacturing, Cont.
Reed Hastings doesn’t like working from home, and other companies, particularly Facebook, should pay attention to its unintended consequences. Plus, how Apple is making new iPhones.
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The Final Word on the App Store (for Now), Palantir’s S-1, Alex Karp’s Letter
The final word on the App Store, while Palantir’s S-1 both establishes the company as a defense firm, and argues that the biggest tech companies are on the wrong side of history.