All posts tagged “apple

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iPhone as a Service

At the beginning of this year – January 2nd to be exact – Apple revised its earnings guidance, downward. It was the first time in 15 years that the company had to do this.  Tim Cook’s letter to shareholders, which can be found here, focuses… Read More

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Apple and the humanities

This morning I came across two news item that are interesting in their own right, but also have a noteworthy relationship. $AAPL now has a market cap that exceeds $1 trillion. And not surprisingly, everyone, from the New York Times to Bloomberg (photo essay), is talking… Read More

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10x the scale

Below is a chart from Benedict Evans comparing annual revenue from the Wintel era (Microsoft + Intel) to the current GAFA era (Google, Apple, Facebook, and Amazon).  His argument is that, today, “the scale of tech winners” is about 10x what it was during the… Read More