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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Rethinking the App Store
Assume that Apple is going to win versus Epic: what is a reasonable approach to the App Store that will gain more developer support?
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New Huawei Rules, What Now for Huawei, Apple’s Brand and China Inc.
New Huawei rules may kill not only the company’s handset business, but also its base station business. Why hasn’t China yet retaliated against Apple?
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Apple-Epic Follow-up, A Brief History of Epic Games, Apple’s Hammer
Apple is reverting to form, trying to control everything. It is also threatening all of Epic’s business, not simply Fortnite.
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Apple, Epic, and the App Store
The App Store is not one thing: it is installation, payments, and customer management; the further Apple gets from iOS, the worse its actions are for users and developers.
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Qualcomm Wins on Appeal, The Opinion, Apple’s Foresight
Qualcomm won its appeal against the FTC; most of the opinion’s narrow arguments make sense, but look differently when considered holistically.
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Samsung and Google, Samsung and Microsoft, Xbox Game Pass and iOS
Why Samsung and Google grew apart, leaving an opening for Microsoft, who still needs access to devices.