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Unicornia
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)…
Author
Farshad
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iPhone, killer
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…
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Winning Against Non-consumption
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…
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The Instrument Makers | The Christensen Institute
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…
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How many iOS devices will Apple Ship in the next six months?
Of the $42.5 billion Apple spend buying capital assets ((Includes land and buildings $5.6b, Machinery, equipment and internal-use software $32.1b and Leasehold Improvements $4.7b)) more than half was acquired in the last…
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The Critical Path #149: Whippersnapper
From impressive iPhone sales to slowing iPad revenues, Horace and Anders recap the most recent Apple earnings. In the second half of the show, Horace answers listener questions from Twitter. Source: 5by5 | The Critical…
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Debug 64: Horace Dediu of Asymco (live from Ull) | iMore
Debug is a casual, conversational interview show featuring the best developers in the business about the amazing apps they make and why and how they make them. On this episode — Live from the Ull conference in Ireland…
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The Critical Path #147: Attracting the Mind
Horace and Anders look at the segments of the luxury market and consider how success can be measured in Apple’s watch business. via 5by5 | The Critical Path #147: Attracting the Mind.
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The Battle for The Wrist
The Apple Watch offers a hierarchy of surfaces onto which software can compete for attention: These surfaces are arranged in a hierarchy where the highest is the most accessible and the lowest is the least accessible. In…
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The Watch
Before its launch, I said that the Apple Watch would be as much a watch as the iPhone is a phone. Recall that when the iPhone was launched it was anchored on three tentpoles, one of which was being a phone and that when…