Two ways of looking at the news out of WWDC 2022.
From Loup Venture's Gene Munster: "The Virtues of Integrated Hardware-Software On Display":
While WWDC lacked a headline-grabbing announcement, the keynote still delivered on the substance of what makes Apple great for consumers and investors. It's their continued ability to innovate around vertically integrated hardware and software. And, developers are on board, as seen by Apple growing its registered developer base by 20% to 34m, despite the headlines about developer unrest.
From The Information's Martin Peers ($):
Antitrust regulators of course will interpret many of Apple’s announcements through a more disapproving lens, focused on the competitive dangers that flow from “dominant digital platforms” like Apple marketing their own goods and services on their platforms...
What should worry regulators—and consumers—are the privacy implications of Apple’s steady expansion of iOS into areas like drivers’ licenses and (as announced today) ID verification. Despite what Apple executives would have you believe, there is a lot of evidence that iPhones are highly insecure devices. Should you really concentrate all your private information on a device that criminals can so easily tap into?
My take: I saw Peers' take before I watched the keynote, which made me hyper aware of all the new ways Apple is pulling users deeper into their ecosystem. On the other hand, his suggestion that iPhones are particularly insecure is way, way off base.