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Dan is joined by Christina Warren, Horace Dediu, Benedict Evans, and Haddie Cooke to discuss their thoughts on the September 10th Apple Event announcing the iPhone 5c, iPhone 5s, and more. via 5by5 | 5by5 Specials #22:…
My thanks to Kirk Burgess for providing this transcript: Horace Dediu interview on CNBC Asia Cash Flow show – 10th September 2013 Chloe Cho (CNBC): Take us through what Apple is exactly trying to do? Horace Dediu: Well,…
In the “Race to a Billion” there is a graph showing Android reported activations and iOS cumulative unit sales alongside cumulative console sales. The contrast between mobile phone platforms and game consoles is…
A special episode in three parts: 1) Too many variables: The mechanics of the Microsoft Nokia deal 2) Climbing Everest without oxygen: The implications for Microsoft and 3) Post-abyss: The implications for Nokia. via…
Android is the third platform to reach a billion users ((Although activations are not users, I’m assuming that usage is not far behind and the cumulative sales figures I gather are roughly comparable.)) . The first was…
In February I asked Why doesn’t anybody copy Apple? Put another way: Why is it that everyone wants to copy Apple’s products but nobody wants to copy being Apple? Being Apple means, at least: I asked somewhat rhetorically…
When a prosperous company buys a struggling company you have to wonder what they’re really buying. Here’s how to think about it. A company is defined as the sum of three values: resources, processes and priorities (RPP).…
In June of 2011 I asked “Does the phone market forgive failure?” Not much time has passed since but the answer still seems to be no. The trigger I was using for this point of no return when the vendor began making…
We begin with a defense of Ballmer for preserving great things, continue by condemning him for not having destroyed those very same things and end by asking whether anyone could have done the right thing. via 5by5 | The…
In the Innovator’s Curse I reflected on the fact that a serial innovator cannot be efficiently financed or even rewarded for having figured out how to repeatably create. If anything, a serial innovator has to suffer a…