FORTUNE -- Daring Fireball's John Gruber delivered one of his increasingly rare long-form essays Wednesday, and it's a good one.
It's structured around the three leading arguments being made these days in the media and on the Street for why Apple (AAPL) is doomed. He summarizes them as follows:
Gruber wrestles the three bears one by one, drawing on recent essays by Ben Thompson (What Clayton Christensen Got Wrong), Horace Dediu ("Apple has always been priced as a company that is in a perpetual state of free-fall"), Jean-Louis Gassée (Apple Market Share: Facts and Psychology) and Ben Bajarin (It's Tough Competing With the iPhone).
The dean of Apple bloggers lands, not surprisingly, deep in Apple's corner. Drawing on the oft-cited Mac-vs.-Windows analogy, he concludes:
The irony here is that iOS vs. Android (or, if you prefer, iPhone and iPad vs. commodity smartphones and tablets) is in fact a replay Mac vs. Windows — but not in the way that most who make the comparison would have you believe. Judging by its actions, Apple is keenly aware of the lessons to be learned from 20 years ago. To wit, this has nothing to do with focusing on raw market share, and everything to do with keeping the pedal to the metal on design and quality. If Apple maintains a lead over its rivals in those regards, the Mac suggests that Apple can occupy a dominant, stable, long-term position as the profit leader in the mobile market as well — a market that is already bigger than the PC market ever was, and unlike the PC market, is still growing.
For anyone concerned that Apple might in fact be doomed, it's a must read.
With Potluck, co-founder Josh Miller and crew want to take the idea of egalitarian Internet chatter even further.
FORTUNE -- The way 22-year-old Josh Miller sees it, there's no shortage of ways for Internet users to blog or make comments. But a place to hold high-quality discourse? That's harder to find. "Whether it's commenting on Facebook, replying on Twitter, or mingling down in the comments section below a blog post, online MOREJP Mangalindan, Writer - Jun 25, 2013 1:47 PM ET
The market share vs. profit share debate rages on.
FORTUNE -- Android's Market Share Is Literally a Joke, John Kirk's provocative analysis of the smartphone wars, has caused quite a stir since it was posted Thursday on Tech.pinions.
"Scoring by market share alone and ignoring profit," he writes in one of several sports analogies, "is like saying that a baseball team won because it had more hits when the other team scored more runs."
Lines like MOREPhilip Elmer-DeWitt - May 25, 2013 8:04 AM ET
Adobe's Kevin Lynch comes to Apple with deep roots and a lot of baggage
FORTUNE -- The news that Apple (AAPL) has hired Kevin Lynch, formerly Adobe's (ADBE) chief technology officer, to be its new vice president of technology, has sparked something of a civil war among Apple partisans.
Wired's Steve Levy called Lynch a "star."
Daring Fireball's John Gruber called him a "bad hire" and a "bozo."
"Now we find out," tweeted Dave MOREPhilip Elmer-DeWitt - Mar 20, 2013 7:06 AM ET
To celebrate the device's fifth birthday, John Gruber puts his finger on what it disrupted
FORTUNE -- Clay Christensen, the father of disruption theory, was famously wrong about Apple's (AAPL) iPhone, telling an interviewer five years ago that the probability of its success was "limited."
"Being a low-end guy," Larissa MacFarquhar wrote in the New Yorker last month, "Christiansen saw it as a fancy cell phone; it was only later that he realized MOREPhilip Elmer-DeWitt - Jul 3, 2012 6:48 AM ET
The equivalent, in podcasting news, of Conan O'Brien leaving NBC for TBS
FORTUNE -- On Friday, Daring Fireball's John Gruber, one of the most influential Apple (AAPL) commentators on the Internet, began the latest episode of his Talk Show podcast by launching without preamble into a riff about Andy Pettitte's return to baseball.
No surprise there. Gruber's podcast style is as idiosyncratic as his widely-read blog, and he'll use any excuse to MOREPhilip Elmer-DeWitt - May 19, 2012 9:26 AM ET
It's known as a disruptor, but the secret of Apple's success may be its incrementalism
It's a bit of a shock to hear TidBITS tech editor Glenn Fleishman describe the iPhone as a "plain phone," but in many ways it is. As he explains it:
Apple released the original EDGE-only iPhone when 3G phones were on the market
It included a low-resolution camera when higher-resolution ones were available
It avoided adding 4G LTE to the MORE
How the news of the Mac's next operating system -- Mountain Lion -- got disseminated
The top tech news story Thursday, apparently, has nothing to do with working conditions in China, or who owns the iPad brand, or even the fact that Motorola (MMI) may have to remove "slide to unlock" from its smartphones.
No, the top 135 stories on Techmeme this afternoon are all about the next version of Apple's (AAPL) MOREPhilip Elmer-DeWitt - Feb 16, 2012 3:50 PM ET
One of the most fascinating panels on the Macworld stage during last week's Macworld | iWorld expo in San Francisco was a conversion about "The State of Apple" among Macworld editor Jason Snell, Daring Fireball's John Gruber and Chicago Sun Times columnist Andy Ihnatko.
We've excerpted the part that interested us most: 5:40 about what happens to Apple (AAPL) without Steve Jobs at the helm.
Our favorite bit: Ihnatko on why more companies don't emulate Apple.
"When you try to MOREPhilip Elmer-DeWitt - Jan 30, 2012 3:13 PM ET
A cellphone eavesdropping scandal casts a shadow on Apple's competitors
Have you heard that every text message, every e-mail, every phone number, every keystroke made on a Google (GOOG) Android phone may be secretly recorded, logged and sent to your cellular provider by a tracking service called Carrier IQ?
No? That's a surprise, because it's a scandal that's been brewing for several weeks -- ever since security researcher Trevor Eckhart discovered Carrier MOREPhilip Elmer-DeWitt - Nov 30, 2011 5:42 PM ET
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