When speaking or writing about Apple we have spent much of the past 18 months beating up on the iPhone. Yesterday’s “Apple Event” didn’t engender confidence in the firm’s content strategy. Anchored by a curated, walled garden approach, Apple’s strategy seems mired in the early 2000’s at a time when young people have migrated to open, cloud-based systems. On a positive note, we are fans of Apple’s Fintech strategy – the Apple Pay/ Apple Card combination.

The Good, The Bad and The Retro

• The Good: Apple Card (mostly good news)
• The Bad: Apple News+ and Apple TV+
• The Retro: Apple Arcade

• Technology