Last quote by Jan Dawson
Jan Dawson quotes
Apple clearly isn't selling hundreds of millions of iPhones solely to people that use Photoshop for a living. Even if you look at Mac buyers, they're much broader than the cliche of ad agency creatives and video editors.
Some investors thought the new era of higher margins was here to stay permanently, and this quarter has likely taught them (otherwise).
What they really need to do is get people buying Macs again, instead of upgrading old ones. They haven't had a new, powerful MacBook Pro in a while and the MacBook Air is getting old.
Touch ID for Apple Pay could be interesting.
It's inherently tough to know how things like new finishes and features are going to affect demand for a new model.
We cannot fulfill all the demand that is out there right now.
This creates massive strategic tensions that are almost impossible to resolve.
Ultimately they did the right thing, which was to announce a full recall.
They have that time to come up with a convincing story and a set of actions that will reassure customers that when they buy an S8, it's going to be safe.
Now they've got to demonstrate why potential buyers shouldn't worry about future Samsung devices.
It's just making Prime that much stickier.
Samsung has the premium end of the smartphone market pretty much sewn up on the Android side. This creates a slightly bigger opening.
What's happened in the last few days just complicates things enormously. It calls into question their ability to manage quality control and everything else that goes into that.
Unlike Microsoft, Google made no attempt to justify its entry into first-party hardware in competition with its partners – there were no claims of merely showing OEMs the way, merely a displacement of erstwhile partners in the value chain. Google is building its own relationships with carriers and supplanting device partners.
Google's relationship with OEMs (original equipment manufacturers) like Samsung has always been complicated, but today's (Tuesday) announcements made it even more so, especially given that Google appears to be aiming both at the premium smartphone and VR headset spaces which Samsung currently dominates when it comes to Android.
Obviously Google doesn't want to explicitly compete with its own partners, but this product is much more likely to compete with Samsung than Apple.
Amazon has the advantage of being able to put this on the home page of the biggest e-commerce site in the world.
A premium Android strategy is really a strategy to take market share from Samsung.
Uber seems to be getting smarter about the mix of services they will offer in various parts of the world, in response to cultural differences, regulation, and competition. It seems to be less willing to simply barge into new markets while ignoring regulations or objections than in the past.
If Comcast is to make this a compelling offer, especially given their lack of history in wireless, they're going to have to offer some steep discounts in their bundles.
Based on everything I've seen it looks like demand is very strong.
Apple is responding to what has resonated with customers.
The problem is there are only so many people who want to wear a health and fitness device. If they want this to be really massive, they're going to have to go broader.
That's already quite a bit – now add in camera improvements and whatever else is new in the iPhone 7, and it suddenly becomes a pretty compelling upgrade. This is the way to think about the iPhone upgrade cycle and what Apple announces next week.
Apple's investment in Didi likely spurred Uber to think harder about doing some kind of deal here. Uber and Apple have been partners in other markets, so for Apple to side with Didi must have been something of a red flag that things weren't going to go Uber's way.
It looks like part of the reason they are keeping the design the same this year is there are bigger changes they are working on for next year.
The specific case here isn't that damaging. I don't think it's going to cause any users to stop using Facebook – it now has so much power that it's hard for most people to contemplate giving up on it for principled reasons.
They haven't yet turned on the monetization spigot for Messenger or WhatsApp, so there should be significant headroom still.
Apple has settled into this annual upgrade cycle for hardware and software. That's quite different than the way that say Facebook pushes out updates to its app or Google makes changes to its search engine – they do that almost in real time.
The problem for Facebook is that user growth has actually started to slow down, so every quarter for the last three quarters now, the number of new users has gone down from the previous quarter, so that growth is slowing the number of users. Engagement is still increasing, so more monthly users are also becoming daily users and that's a good thing, although in Asia in fact that's lagging.