Apple proves that moats are for dummies

moatAs we all know, Apple last week announced two new iPhones, a payment service (ApplePay), and a line of Apple Watches that require iPhones to work. There’s not much I can say about these products that you can’t read somewhere else. They are bigger and better than what preceded them and — in the case of ApplePay and the AppleWatch — just different. They are all topnotch products that will stand out in the market and have good chances of being successful. So instead of writing about products we already know about, I’d like to write about moats to protect products from competition.

Moats, as you know, are defensive fortifications typically built to surround castles, making them […]

Fear and loathing in Rolex-ville

apple-watch-Edition-830x576In all the coverage and hype concerning Apple’s event on Tuesday I’d like to concentrate on one easily-overlooked product I feel is by far the most revolutionary of those announced. I am of course talking about the Apple Watch Edition — Apple’s gold watch.

Where we might expect an Apple Watch to be aimed at competitors like Samsung, LG, or even Sony, the Apple Watch Edition is aimed squarely at Rolex. It is Apple’s first-ever true luxury product.

There have been near-luxury products from Apple before, but nothing like the Apple Watch Edition, which I am convinced is the brainchild not of design director Jony Ive or CEO Tim Cook, but of SVP of Retail and Online […]

For future computing, look (as always) to Star Trek

retinal scan“The step after ubiquity is invisibility,” Al Mandel used to say and it’s true. To see what might be The Next Big Thing in personal computing technology, then, let’s try applying that idea to mobile. How do we make mobile technology invisible?

Google is invisible and while the mobile Internet consists of far more than Google it’s a pretty good proxy for back-end processing and data services in general. Google would love for us all to interface completely through their servers for everything. That’s their goal. Given their determination and deep pockets, I’d say Google — or something like it — will be a major part of the invisible mobile Internet.

The […]

The Secret of Google X

Sergey“All politics is local,” said House Speaker Tipp O’Neill, meaning that every politician has to consider the effect that his or her positions will have on voters. What makes perfect sense on a national stage might be a disaster back in the district, where the actual voters live. And so it is, too, with big companies, where local impact is sometimes more important than national or international. Sometimes, in fact, companies can be completely re-routed solely to please or affect a single executive. I believe we are seeing precisely that right now at Google concerning Google X.

Google X is that division of the search giant responsible for self-driving cars, Google Glass, and […]

The Secret of iOS 7

airplay1The Innovator’s Dilemma, a 1997 book by Harvard professor Clayton Christensen, made the point that successful companies can lose their way when they pay too much attention to legacy products and not enough attention to new stuff. They are making so much money they either don’t see a competitor rising up or are too complacent to feel threatened. In either case the incumbent generally loses and the upstart (usually one of many) generally wins. The best way for successful companies to avoid this problem is by inventing the future before their competitors do.

We see this pattern over and over in high tech. Remember Lotus? Remember Word Perfect? Remember Borland? And it’s not just in software. […]