Companies

Tesla teased its most valuable customers with the Model S Plaid announcement back in January, then struggled to deliver. We followed one Plaid customer’s buying experience from pre-order to test drive(!). It was a bumpy ride and a reminder that…

Enjoy’s recent investor update was evidence the company is progressing more quickly than we anticipated on its goal of becoming the Smart Last Mile solution for premium brands, including Apple and AT&T.  Today, the last mile is confusing for consumers…

Apple’s annual flagship event was another iteration of providing products with increasing value to consumers at largely consistent prices. This is what we refer to as a virtuous cycle of mutual benefit. A product provides increasing value to the consumer…

Back in June, I was expecting a decision from Judge Gonzalez Rogers on the Apple vs. Epic trial any day. At the time, I believed Apple would win most of the counts and lose one count related to steering. As…

Speed matters when it comes to navigating the 5G rollout. Average 5G speeds in the US have improved in the past year, yet still lag, with average US 5G download speeds currently at 65 Mbps. Speeds that will motivate consumers…

Gene and Doug discuss the impact of the Apple vs. Epic decision and conclude it will be a fractional financial headwind, and the regulation topic will remain front and center for the next year. The two silver linings for Apple…

Apple’s September 14 “California streaming” event will be the biggest day of the year for hardware announcements. On top of that, we expect Apple will host an additional hardware event in October, with the new models announced at both events…

This piece was initially published on Andrew’s Substack, Field Day. This week, longtime Apple analyst Katie Huberty at Morgan Stanley discussed her views on Apple entering the car market. She argues that Apple will eventually build its own ‘Apple Car’…

Apple has made two changes in the past week related to steering, most recently making it easier for media app developers to build a direct payment relationship with the user. The first change was news worthy and the second was…

Gene & Andrew discuss how the latest changes in App Store policies keep the company ahead of regulators, and why the cat and mouse game will continue.

For the second time in ten months Apple has refined its App Store rules, now allowing app developers to communicate with customers outside of the App Store (primarily through email) to inform them how they can make purchases outside of…

Enjoy is a pure play on experiential commerce at home. The company partners with premium brands, including Apple, to offer a high-touch retail experience in-the-home at no cost to the consumer. Enjoy expects to go public via a Marquee Raine…