Apple

Gene and Andrew compare Apple Fitness + to Peloton, and outline why the new service will create a halo with other Apple products.

Apple rounded out an improbably strong year of product releases with the announcement of AirPods Max and Apple Fitness+ availability. While individually these products won’t move the needle, they collectively strengthen the fabric of the company’s hardware, software, and services…

Gene and Andrew outline why Apple does product events and discuss what the future of these events (content, location, and frequency) will look like in a world in which business travel is on the decline.

Apple has a history of perfecting a playbook and then reapplying it to new parts of its business. Similar to the iPhone upgrade program, we believe, over time, Apple’s delightful hardware trade-in experience for Mac, iPad, and Watch will evolve…

Gene’s joined by legendary Apple analyst Horace Dediu from Asymco to discuss the sustainability of the recent surge in demand for Macs and iPads. Follow Horace on Twitter @asymco.

Apple Watch SE | $279 | Everything you need in a wearable. Storage Containers | $11 | Organize all of your cables. Brrrn Board | $299 | Get a killer at-home workout. Branch Basics Starter Kit | $59 | Everything…

Gene’s joined by legendary Apple analyst Horace Dediu from Asymco to discuss Apple’s motivation behind recent changes to App Store commission rates. Follow Horace on Twitter @asymco.

Apple’s battle with regulators took a twist today with the company’s introduction of the App Store Small Business Program, which lowers the App Store’s take rate for developers earning less than $1 million in App Store revenue per year from…

Gene and Andrew discuss their initial reaction to iPhone 12 mini and making the jump to the smaller form factor. They conclude that with or without the mini, the new lineup is well-positioned for the next year.

Gene and Andrew discovered a case study in aspirational marketing: Apple’s recent Mac event.

Gene and Andrew discuss the new Mac user experience, along with an intangible only Apple can do: streamlining the buying and selling experience.

At its third product event this year, Apple announced Apple silicon is available for the first time in three of the company’s seven Mac products, replacing Intel chips. A more critical observer may view the announcements as mere speed bumps…