My Patrix site
A new platform classification
When looking at the Race to a Billion data I noticed that some platform adoption ramps look quite different from others. It’s not just a matter of “slope” or rate of growth but a distinctly different shape. If you look…
Category
Research
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S is for Service
One of the enduring mysteries of the iPhone has been its lack of a portfolio. After six years it seems that Apple has finally acquiesced that there should be one, albeit currently limited to two items. The second enigma…
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C is for Cognitive Illusion
My assumption going into this, sixth iteration, of the iPhone was that we would see the expansion of the iPhone into two distinctly positioned products: a low-end C and a high-end S. The assumption was based on what what…
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My interview with Chloe Cho on CNBC Asia's Cash Flow show
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,…
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Game over
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…
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Third to a billion
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…
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Who's next?
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…
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Who's buying whom?
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).…
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Unforgiven, Continued
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…
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The rear view mirror
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…