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  • The Critical Path #150: Circling Back

    Fri 10:40am By asymco-admin
    Horace interviews Anders about Goldman Sachs’ investment in Internet finance company Circle and we take listener questions over Twitter. Source: 5by5 | The Critical Path #150: Circling Back
  • The Asymco Trilogy with Horace Dediu Part 2 – Apple in Asia & Luxury – Analyse Asia with Bernard…

    Fri 10:36am By asymco-admin
    Horace Dediu, current fellow of the Clayton Christensen Institute and founder of Asymco.com joined us for an epic and insightful discussion focusing on few key interesting topics: (a) new market disruption theories, (b) Apple in China and the luxury market and…
  • Sponsor: ProOpinion – A Community Driven by Research

    Thu 6:10pm By Horace Dediu
    Survey Sampling International (SSI) recently launched a business professional market research panel called ProOpinion. With 37 years of sample and data collection behind them, SSI is poised to change the way business professionals share and gather vital…
  • Schiller’s Law

    Thu 5:58pm By Horace Dediu
    We know how many iPhones Apple ships but we don’t know exactly how many of each model. We can try to come close in such estimates of “mix” by looking also at the market pricing of the phones and the average price Apple obtains[1] Combining what we know…
  • The Asymco Trilogy With Horace Dediu 1 – New Market Disruption by analyseasia

    Tue 11:39am By Horace Dediu
      Horace Dediu, current research fellow of the Clayton Christensen Institute and founder of Asymco.com joined us for an epic and insightful discussion focusing on few key interesting topics: (a) new market disruption theories, (B) Apple in China and the…
  • Unicornia

    May 15, 2015, 8:38 am By Horace Dediu
    Unicorns typically are valued on the basis of number of users. While they are not yet monetizing those users, their growth and engagement metrics are expected to be off the charts. As there are no revenues (or profits) the $billion valuation hinges on a…
  • iPhone, killer

    May 13, 2015, 7:52 am By Horace Dediu
      Searching for “iPhone killer” returns millions of hits. It’s hard to remember any phone/product/service/platform/initiative/merger/startup which was not at some point considered an iPhone killer. A sampling is offered here. In reality, the killers…
  • Winning Against Non-consumption

    May 11, 2015, 8:24 am By Horace Dediu
    In the fourth quarter of 2013, mobile phone sales in mature regions fell due to weaker demand.”Mature markets face limited growth potentialis the markets are saturated with smartphone sales, leaving little room for growth with declining feature phone market…
  • The Instrument Makers | The Christensen Institute

    May 8, 2015, 12:16 pm By Horace Dediu
    When we think about how great theories are built, one pattern seems to pop up repeatedly: breakthroughs are preceded by the insight into one (n=1) insight. The key observation of an anomaly that disabused us of a false assumption leads us to a far deeper…
  • How many iOS devices will Apple Ship in the next six months?

    May 5, 2015, 3:31 pm By Horace Dediu
    Of the $42.5 billion Apple spend buying capital assets[1] more than half was acquired in the last three years. Net of depreciation these assets are currently worth $20.1 billion and the spending rate is about $12 billion per year. This strategy of spending on…
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