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· Farshad · Invitation, Office Hours
The second half of the Asymco Office Hours Duo took place on Friday, September 18. See the proceedings at asymco.com/live. In person: Boston Seaport. 4:00-5:30. Hang out with Horace & Co afterward at Asymco Happy Hours.…
· Farshad · Office Hours
Recording and transcript of the September 11, 2026 of the Office Hours Duo, recorded in Sunnyvale two days after Apple’s September event, the first keynote under John Ternus. Horace shares his impressions from the event…
· Farshad · Invitation, Office Hours
I look at phones, so you don’t have to. For the second half of Asymco Office Hours Duo, join Horace Dediu live, in person or remotely this Friday Sept 18, for a live Q&A covering Apple’s September event, the first…
· Farshad · Invitation, Office Hours
Apple’s first keynote under John Ternus is behind us. We are marking it with an Asymco Office Hours Duo: one on the West Coast, one on the East Coast. Join each live Q&A in person or remotely. In-person sessions are…
· Farshad · Office Hours, Research
An Office Hours question asked by Bob V., July 31, 2026. Q: I’ve seen mostly positive reviews from the press about the AI features in Apple’s public betas. How well do you think Apple is doing in pushing back against the…
· Farshad · Office Hours, Research
An Office Hours question asked by Joseph B., July 31, 2026. Q: Would Apple buy a memory maker — get into RAM itself? They said they wouldn’t get into this, and I’m surprised they said it — even if they thought they…
· Farshad · Office Hours, Research
An Office Hours question asked by Frederick H., July 31, 2026. Q: What is the reason for the obsession with making movies and TV shows? There must be a strategy behind this. It’s one of those things you get enlightened…
· Farshad · Office Hours, Research
An Office Hours question asked by Tom M., July 31, 2026. Q: How do you see the Siri AI stand-off with the EU evolving? Does Apple’s key differentiator — deep integration of hardware, software, and services — become an…
· Farshad · Office Hours, Research
An Office Hours question asked by Jeff S., July 31, 2026. Q: On the SoC supply shortage: what are Apple’s options? They could increase prices, which reduces demand — but what else can they do to capture this demand? What…
· Farshad · Office Hours, Research
An Office Hours question asked by Ian H., July 31, 2026. Q: We’re used to remarkably flat Apple pricing over the years — a pound a day, the stairway to heaven. Generally, increasing revenues have correlated with…
