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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Antitrust Politics
Analyzing the politics of the antitrust hearing featuring the CEOs of Apple, Amazon, Google, and Facebook.
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Apple’s New Reality; Apple’s Transition Strategy; Apple v. Developers, Continued
How Apple’s moat was built, the parallels to the Intel transition, and more developer tension.
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The End of OS X
OS X is retired, but fortunately, its legacy appears to live on in macOS 11.0.
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Apple’s Response to Hey, Hey’s Response to Apple, Hey’s Limited Antitrust Options
Apple and Hey go back and forth, but probably not to court.