My Patrix site
Mini Me
Horace and Henri go for a drive. The Critical Path is sponsored by Wealthfront, the automated investment service that makes it easy to invest your money the right way. Get your first $15,000 managed for free when you…
Category
Research
-
-
Counting Apple’s Customers
Berkshire Hathaway, led by Warren Buffett, now owns about $1.4 billion of Apple. Occasionally we hear about various “celebrity investors” taking positions in the company or exiting those positions. The last one I…
-
The most popular product of all time
The following is a list of the best-selling products across several categories: Car model: VW Beetle 21.5 million Car brand: Toyota Corolla 43 million Music Album: Thriller 70 million Vehicle: Honda Super Cub 87 million…
-
My favorite questions
If these questions are of interest to you, join the conversation at DisruptiveInnovation.org.
-
Tesla and SolarCity: Straddling the modular/integrated divide
A merger is the result of two entities in the same business joining forces. It is usually justified through “synergy”, a euphemism for removing redundancies from their unity. Arithmetically, the desired outcome is that…
-
Missing the boat in music
When Spotify and Pandora were starting their streaming services many were quick to point out that Apple was about to be disrupted. The future, they said, was streaming because (young) people could not be bothered with…
-
State of the Ecosystem
At WWDC 2016 Apple offered a set of new data points to illustrate its ecosystem’s robustness. First, the number of registered developers increased by 2 million in the last year to a total of 13 million. That is a growth…
-
Dialogue with Sviatoslav Rosov for CFA Institute Magazine
Why is an expert on disruptive technology “worried” about financial innovation? Excerpt from “Chaos Is Hard to Predict” Does technical innovation always end in displacement/ replacement? The professions being challenged…
-
The Next 40
In Apple’s first 40 years it shipped 1,591,092,250 computers ((including Apple II, Mac, iPhone, iPad and iPod touch; excluding Apple Watch, Apple TV and other iPods. Includes Q1 shipments estimated at 63,597,000 Macs,…
-
Priorities in a time of plenty
How Apple is managed is one of its enduring mysteries. The idea that a company with $235 billion in sales is managed with a single P/L ((Profit and Loss statement is an income statement usually applied for a subset of a…