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Farshad

  1. What next for iPad?

    · · Research

    ComScore suggests that there are 100 million tablet owners in the US. On a per capita basis that implies penetration of about 30%. As a percent of mobile phone subscribers (above age of 13) that implies 40%. As a percent…

  2. Where are Maps going?

    · · Research

    At the 2015 WWDC Apple stated that it receives 5 billion requests per week for its maps service. It also said that Apple maps is used 3.5 times more frequently than “the next leading maps app.” These two data points are…

  3. The Critical Path #152

    · · Podcast

    Horace talks about Jony Ive’s promotion and answers listener questions on everything from Apple TV to the need for companies to “have children”. Source: The Critical Path #152

  4. The Critical Path #151

    · · Podcast

    Horace and Anders discuss Comcast, cable companies and lowest common denominator content on television screens everywhere. After the break, Horace takes listener questions from Twitter. Source: The Critical Path #151

  5. Is Tesla Disruptive?

    · · Research

    To the analyst, the car industry is a wonderful study. Unlike some other “high technologies,” whose market births and deaths are separated by a few changes of the seasons the automobile industry has been around for well…

  7. The Critical Path #150: Circling Back

    · · Podcast

    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

  9. Schiller’s Law

    · · Research

    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…