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  • Yet another billion dollar business

    1:48pm By Horace Dediu
    I tried to assess the opportunity of Apple Pay but found it to be mostly dependent on how quickly card payments will overtake cash. It seems that as payments move to a digital format they will move to a mobile device. The hurdle isn’t going from a card to a…
  • The Critical Path #133: Transcendental Valuation

    12:35pm By Horace Dediu
    Having reached $700 billion we ask whether $1 trillion is an achievable valuation for Apple. We also discuss why this is not at all interesting. Also, the future of banking. The Critical Path #133: Transcendental Valuation.
  • How The Magic Happens

    Wed 9:05am By Horace Dediu
    Andre Briggs: This is why is so hard to explain to outsiders what it is that I actually do sometimes. Sure, everyone on my team designs and develops but at the core we are constantly persuading with varying degrees of success. via How The Magic Happens – FOR…
  • The Critical Path #132: The Worlds PIN Code

    Tue 7:37pm By Horace Dediu
    How does an organizations structure, resource allocation and measurement dictate its capabilities? Horace and Anders discuss Amazons AWS business in comparison to their traditional online retail business and the Apple and Google strategies. via 5by5 | The…
  • The Critical Path #131: How Big is iCloud?

    Nov 17, 2014, 1:33 pm 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…
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