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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Apple Earnings, Wearables and Vision Pro, AI Leverage
Apple’s earnings highlighted the company’s product maturity; will AI drive an upgrade cycle? Plus, why Wearables are slumping, and why Vision Pro isn’t moving the needle.
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United States v. Apple
Apple is being sued by the DOJ, but most of the complaints aren’t about the App Store. I think, though, Apple’s approach to the App Store is what led to this case.
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Apple Watch Import Ban, Apple v Masimo, Apple’s Response
Apple Watches are facing an import ban; the relevant court cases seem reasonable on all sides, and the Biden administration should let them play out.
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Apple’s iPhone Event; Innovation and Iteration; Pricing, Inflation, and Services
Apple’s iPhone event was better than it seemed, especially if you ignore a misguided video. Then, the iPhone gets another price cut.
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Apple’s iPhone Event, Apple and California, Additional Notes
Apple’s iPhone event wasn’t particularly interesting, but that’s a compliment to the iPhone’s power in the market and strength in the market. If only Apple’s platform governance were as good.
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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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Apple Earnings, Amazon Earnings
Apple’s Earnings show the stabilizing factor of services and the upside of China; Amazon’s earnings show that supply constraints make forecasts easy.
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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