» The Rebound #19: Headwinds and Hedges

Dan and I talk about Apple’s results, the Apple TV, the Apple Watch, Apple Pay and how I used plastic disks as counterfeit nickels.

» ‘Unfathomable’

Writing on Joystiq, another site axed by AOL, Brianna Royce confirms my cynicism about management:

I would like to be able to tell you truthfully that this is an equitable and just decision that makes some sort of logical sense, but the reality is that our overlords’ decisions have always been unfathomable. I know more of what I know about corporate from reading tech and finance news than through my own job. We all suspected this was coming eventually a year ago when a VP whose name I don’t even know and who never read our site chose to reward our staggering, hard-won 40% year-over-year page view growth by… hacking our budget in half.

(Via Nilay Patel)

» AOL to shut down TUAW

The Verge’s Micah Singleton:

There goes another one. AOL is shutting down The Unofficial Apple Weblog, better known as TUAW, sources familiar with the situation tell The Verge.

It is counterintuitive to me why Apple’s success should have an inverse relationship on the corporate-owned Apple sites. I’ve heard it said that “Everyone’s reporting Apple now” but the larger sites never do the kind of Apple reporting I want to read. Neven Mrgan suggests that Apple’s just doing a better job at some of the things Apple-centric sites have been known for.

My loosely-held belief based on what I’ve heard is that these corporations scooped up Apple blogs during the iPod heyday, expecting big returns. All they saw were modest returns (some of that possibly exacerbated by misguided policies) and have finally given up.

All I know is, every time I’m asked to speak at school career fairs, I’m very bullish on getting into Apple blogging. (Disclaimer: I have never been asked to speak at school career fairs.)

» Popcorn, please

The Wall Street Journal’s Rolfe Winkler and Shira Ovide:

Microsoft is investing in a hot startup that’s trying to weaken Google’s hold over Android.

Chomp, chomp, chomp. Gulp. Beverage slurp. Chomp, chomp, chomp.

» Claim chowder

Since we’re having fun with dumb things people have said about Apple in light of their record quarterly results reported yesterday, here’s some idiot talking about Apple in the documentary Welcome to Macintosh back in 2006:

I don’t see Apple being able to continue at the pace that it’s going right now.

Oh, crap, that was me. The context of the question was if Jobs ever left the company and my thought at the time in the pre-iPhone days was that Apple’s success was not yet a proven formula. I have obviously changed my opinion since then which I think is something that people who learn from their mistakes do.

Sure, I said something stupid in the only movie I’m ever likely to be in until they make that biopic of Betty White’s lovers, but on the plus side I have an entry in IMDB. So it wasn’t a total loss.

» ‘Bad Assumptions’

Ben Thompson:

Apple lost more money to currency fluctuations than Google makes in a quarter. And yet it’s Google that is feared, and Apple that is feared for.

I really think you could make a better case that Apple doom is like a religion than you can that Apple fandom is.

Apple Watch shipping in April

Tim Cook just dropped that in today’s conference call.

» Apple Reports Record First Quarter Results

BusinessWire:

The results were fueled by all-time record revenue from iPhone and Mac sales as well as record performance of the App Store. iPhone unit sales of 74.5 million also set a new record.

iPad sales were down again but, man, that’s a lot of iPhones. #analysis

Added: Benedict Evans shows how doomed Apple is in China.

» Apple Pay expands

Leah Yamshon writing for Macworld:

USA Technologies announced on Tuesday that the company has added Apple Pay support to roughly 200,000 of its self-serve kiosks, including coffee brewers, laundry equipment, vending machines, parking pay stations, and other self-serve appliances and terminals.

I’m glad to hear this because to date my only use of Apple Pay has been at the McDonald’s drive-though and I stopped using it there. It’s not that I didn’t like the experience, it’s because I felt it was obnoxious for the clerk because they had to hand the terminal out the window so you could tap the phone to it. It was easier for me but harder for them. And they already work at McDonald’s.

» The Rebound #18: Arbitrary Cheap Shots

Guy English joins Dan Moren and me to talk about the Microsoft HoloLens and the demise of Dan Lyons’ career.