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  • The Critical Path #131: How Big is iCloud?

    Mon 1:33pm By Horace Dediu
    Apples Services business is growing by leaps and bounds. How much of that can be attributed to iCloud? Horace and Anders consider how big the iCloud business is for Apple, as well as Apples recent stock price rise in this “rolling show” on the way to the…
  • How big is iCloud?

    Nov 14, 2014, 6:10 pm By Horace Dediu
    Apple has declared that what used to be “Other Music Related Products and Services”[1] plus “Software, Service and Other Sales”[2] which was formerly known as “iTunes/Software/Services”[3] is about to become “Services”. “We’ll also have…
  • Asymcar 19: About that Ferrari SUV…

    Nov 13, 2014, 3:59 pm By Horace Dediu
    What motivates a company to destroy its brand? We start with Mini’s plans to sell 100,000 cars in the States by 2020, nearly double today’s pace and remember how Cadillac destroyed their brand and how Mercedes, Porsche, Ferrari et. al. can’t wait to do…
  • The Critical Path #130: Determinism vs. Probabilism

    Nov 7, 2014, 10:02 am By Horace Dediu
    Horace and Anders discuss Apple Watch pricing, Consumerism and Planned Obsolescence. In the closing segment Horace presents a new dichotomy of company values. via 5by5 | The Critical Path #130: Determinism vs. Probabilism.
  • The Critical Path #129: The Right Incentives

    Nov 3, 2014, 9:12 am By asymco-admin
    We talk about Samsung, Apple Pay (vs. CurrentC) and Xiaomi. via 5by5 | The Critical Path #129: The Right Incentives.
  • Measuring the Apple Watch opportunity

    Oct 31, 2014, 8:35 am By Horace Dediu
    When the Apple Watch was launched, all eyes turned to the Swiss watch industry. Analysts measured it and asked if it’s big enough to be interesting. Industry observers questioned the competitiveness of an entrant vis-à-vis the ancien régime. Marketers…
  • Tech.pinions Podcast: Discussing Disruption Theory

    Oct 31, 2014, 3:34 am By Horace Dediu
    Ben Bajarin: A few weeks back Horace Dediu of Asymco and I were having dinner and we got to discussing some of this updated thoughts on disruption theory. One bit in particular was how the luxury tech market was causing him to evolve some thinking on the…
  • Faster Followed

    Oct 30, 2014, 10:59 am By Horace Dediu
    Samsung’s smartphone ascent was breathtaking. From having essentially zero market share in the category in late 2010 to becoming the largest vendor took less than two years. In doing so it grew to become the largest phone vendor, smart or not–a goal which…
  • How many iOS devices will be produced in 2015?

    Oct 28, 2014, 9:10 am By Horace Dediu
    12 months ago I asked How many iOS devices will be produced in the next 12 months? Based on the analysis of Capital Expenditures (as forecast by Apple in their annual 10K report) I concluded “iOS unit shipments should be between 250 million and 285…
  • The Critical Path #128: The Upper End of Guidance

    Oct 27, 2014, 4:33 pm By Horace Dediu
    We go over Apple’s last earnings report. Is significant growth conceivable for the next quarter? Plus the new iMac and the end of visible pixels. via 5by5 | The Critical Path #128: The Upper End of Guidance.
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