Apple and the Ghosts of Companies Past, Privacy at the Expense of Performance, The Cook Question
Talking through Ben's article on Apple and the Ghosts of Companies Past, including Apple's religious commitment to privacy, untapped platform potential in AI, parallels to Intel, and why Tim Cook is probably the wrong CEO to undertake the cultural shifts today that may be required for the company to thrive tomorrow. At the end: An AppleTV+ public service announcement.
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Apple and the Ghosts of Companies Past — Stratechery
The Intel Opportunity — Stratechery
The Deal That Makes No Sense — Stratechery
Apple is Losing Over $1 Billion a Year on Streaming Service — The Information
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