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The billion dollar hobby
During the latest shareholder meeting Tim Cook revealed that Apple TV sales were above $1 billion in the last fiscal year (ending September 2013). The company later clarified that this figure includes device and content…
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Farshad
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Horace Dediu drops in to chat on MWC 2014
It’s a good thing Horace Dediu got ready to start our Mobile World Congress #MWC14 tweetchat #IBMMWCChat on 2/24 a few minutes early – because as usual, the dialogue took off fast and went full steam ahead for an hour.…
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The Critical Path #112: Business Model Diversification
We examine Facebooks acquisition of Whatsapp: What’s being acquired? Resources, processes or values? We also begin a look at The Capitalists Dilemma. via 5by5 | The Critical Path #112: Business Model Diversification.
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Nokia welcomes Android developers
Barcelona, Spain – Today at Mobile World Congress, Nokia unveiled five new affordable handsets including a new family of smartphones debuting on the Nokia X software platform. Based on the Android Open Source Project…
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Asymcar 10: Asleep at the switch
The orthodox vs. the unorthodox: Tata, Tesla and Toyota. Why might an asymmetric competitor lose and a symmetric competitor win? We begin with Tesla and Apple. We continue with aluminum vehicles and re-visit information…
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The price is right
One of the axioms of hardware business is that prices fall over time. The consumer price index for personal computers and peripheral equipment from 1998 to 2014 is shown below: The price index suggests that prices for…
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Airshow London, Wednesday Feb 26, 2014
· Farshad · Conference
We will be conducting our 8th Airshow event in London next Wednesday, 26 February 2014. The purpose of Airshow is to: The method we devised borrows heavily from the techniques of cinematography and screenwriting to…
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A margin of error
Prior to Apple’s earnings report I read at least one article suggesting that the most important indicator to watch was Apple’s margin. I suppose this was due to a recent decline in margins from a peak gross margin of…
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Electric Shadow 1: Bicycle for the Mind
Horace Dediu and Guy English discuss the future of TV, how we consume media, and the fate of console-style devices. From Apple to Nintendo and beyond, is there one box to rule them all, or can there be? Interview…
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The Critical Path #111: Man of Arts and Letters and Science
Horace and Moisés discuss the excitement surrounding Microsoft’s hire of new CEO/poet Satya Nadella, Apple’s recent numbers announcement, and yet more on Google (and their sale of Motorola to Lenovo). via 5by5 | The…