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some weird unicode characters.
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Farshad
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Testing a post #2
· Farshad
Hello #2.
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The best worst case scenario
Measuring bundle strength to estimate potential for iPhone disruption The iPhone was introduced as a bundle: an iPod, a Phone and an Internet Communicator. It went on to bundle a camera, a game console, an email client…
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Why do phones have cameras?
Or, why do cameras have phones? In a retrospective on the iPhone Uno, I noted that the iPhone was launched with three “tentpoles:” a widescreen iPod, a Phone and an Internet Communicator. Effectively, a music player,…
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iPhone 18 Pro demand jumps nearly 20% in India, rises 12% in China
As prices rose, demand among 2.5 billion consumers rose iPhone 18 Pro is estimated to have had a 12% y/y sales increase in its first week on sale in China, placing first in weekly smartphone rankings, according to…
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The best selling product of all time
Measuring the iPhone Uno Ten years ago, I noted that the iPhone was the most popular product of all time. At the time, it had just crossed 1 billion units sold. This exceeded the quantities of other categories I…
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Remember Netflix? Stock Downgraded As YouTube Harvests Viewers
Disrupting the disruptor. The Curse of Cassandra strikes again. Netflix stock has “a growing YouTube problem,” a Wall Street analyst says. Alphabet’s YouTube is taking increasing viewer share. Netflix (NASDAQ:NFLX)…
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Apple’s Unpretentious Moonshot
An Office Hours question, September 11, 2026. Q: Aside from the iPhone Pro & Duo, what was significant with Apple’s latest? We’ve had a lot of betas since WWDC, leading to OS 27. That’ll be big. People overall have been…
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Mac sales in Mainland China grew 63% in Q2
Apple sold 1.2 million Macs in China for 10% market share in the second quarter of 2026. That compares to sales of 700,000 Macs and 7% market share in the second quarter of 2025. That’s annual growth of 63%. For…
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John Ternus Defends the Vision Pro
It’s an anomaly. Pay attention to anomalies. In a new interview, Clique TV’s Mouloud Achour asked Ternus: “The Vision Pro: for you is it a test, a flop, or the first step to the future of what’s going to be…a computer?”…
