Asymco

Want to browse the web quickly, smoothly, and anonymously with no advertising? Then get the ad blocker made for you – easy to setup, easy to keep up to date and now with best in class YouTube ad blocking. Magic Lasso Adblock is an efficient, high performance…

Almost a year ago, on March 1st, 2021, I tweeted a snapshot of the “FAANG” P/E ratios. They were: Netflix: 88.63 Amazon: 73.94 Microsoft: 34.65 Google: 34.75 Apple: 32.89 Facebook: 25.53 Today same companies have the following ratios: Netflix: 19.34…

This is a transcript of an Asymetric podcast. It was lightly edited for legibility. Judd Rubin:  Three continents, one conversation, this is Asymetric. We are very excited to have Balaji Srinivasan with us today. Balaji, you’re a busy man, Horace you’re…

I’d like to let everyone know that Asymco is a podcast channel available on Apple Podcasts and Supercast. These podcasts are subscription-only (with a trial period). Join Horace Dediu and Judd Rubin as they strive to ask the right questions on the purpose of…

Just recently, the 2 billionth iPhone was sold. Unlike the 1 billionth, there was no announcement, no celebration. Partly this is because Apple stopped reporting unit shipments, but partly it’s because it’s not as interesting to talk about 2 billion as it…

Now, more than ever before, organizations need to put workflows in place to keep employees safe and productive no matter where they are. Jamf Now is your one-stop, ultra-secure, couldn’t-be-easier way to manage your team’s Apple devices from one central…

The last quarter of 2020 was a remarkable quarter for Apple. Every line in the income statement increased by double digits. Net sales up 21%, iPhone sales up 17%, Mac sales up 21%, iPad up 41%, Services up 24% and Earnings Per Share up 30%. This had not…

Wish you could browse the web quickly, smoothly and anonymously with no advertising? Magic Lasso Adblock is an efficient, high performance ad blocker for your iPhone, iPad and Mac. As a native Safari content blocking extension, Magic Lasso simply and easily…

Five years ago I used the Cook Doctrine (put forward 12 years ago) to assess the possibility of Apple’s entry in the car market. That doctrine states, among other things: We believe that we need to own and control the primary technologies behind the products…