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The Numbers Behind the Apple vs. Samsung Rivalry: Video – Bloomberg
My appearance on Bloomberg West using an iPad to illustrate what it takes to make an iPad. The Numbers Behind the Apple vs. Samsung Rivalry: Video – Bloomberg.
Author
Farshad
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The Critical Path #103: The Amazon Electric Car
A history of retail as a series of innovations in transportation. How to think about Amazon in a continuum of changing consumer behavior. The source of Amazon’s market power and its hypothetical disruption. What would…
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The Critical Path #102: The Advertiser’s Dilemma
A history of Cinema as seen through disruptive lenses. How did the medium evolve from novelty to experimentation to establishment of a predominant business model to concentration of power, regulation and ultimate…
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When will the migration from PCs be complete?
IBM Digital Analytics Benchmark (report is here) has published, for the fourth year in a row, US online shopping traffic data with a split between mobile and fixed online traffic. It reveals a pattern of consumer…
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When will there be one billion iOS devices in use?
iOS unit sales crossed over 700 million units last month. That is a significant milestone but the total number of units in use is likely to be lower. My estimate based on device replacement assumptions is that about 500…
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Cubed Episode 010: The Process of Innovation
I joined Benedict Evans and Ben Bajarin on their Cubed podcast to discuss innovation and cultures that breed innovation. We also discuss some updates on our thinking of the curious case of the android tablet ghosts…
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Dark Matter
Benedict Evans explains well the problem with measuring Android tablets. There are no reliable data collected because many of the devices are invisible through the regular, measurable channels: The only measured…
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A way to measure one’s life
In the post Seeing What’s Next, I showed how the rate of change of adoption of technology varies with time and asked what might be experienced by present and future generations. It turns out that knowing how what…
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Seeing What’s Next
The adoption of smartphones in the US is on track for reaching 90% of the available audience by August 2016. This is a mere eight years after smartphones reached 10% penetration. As far as technologies go, that’s pretty…
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The Critical Path #101: The Genie is Out
The fascination with highly visible but largely unknown business models continues. How do infomercials work? What is the value of fashion? How can you make money when no creative idea can be protected? Why is Apple…