The Strategic Logic of the iPhone 16, Services Upside and Downside, Steve Jobs and Modern Apple

What Apple's iPhone event signals about priorities for the company, a digression on the App Store and its attendant risks, and thoughts on what Steve Jobs could and couldn't change about Apple in 2024.

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Everything as a Service — Stratechery

Apple’s Middle Age — Stratechery

iPhone Pricing, DirecTV and Disney, Bars and Sports — Stratechery Update

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