My Patrix site
Asymcar 3: Road Trip
Horace Dediu and Jim Zellmer discuss the pleasures of traversing continents by road. This leads to a grand tour of powertrains, composites, fuel efficiency, regulation and Tesla’s luxury market entry. Which naturally…
Category
Research
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Steve Ballmer and The Innovator's Curse
The most common, almost universally accepted reason for company failure is “the stupid manager theory”. It’s the corollary to “the smart manager theory” which is used to describe almost all company successes. The only…
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The Innovator's Curse
When Clay Christensen discusses innovation (for example his talk at BoxWorks here) he puts forward theories on the causes of success and failure of innovation. Through a repertoire of case studies evoking David vs.…
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The Revenue Table (imperial units edition)
Tim Cook famously said: We can put all of our products on the table you’re sitting at. Those products together sell $40 billion per year. No other company can make that claim except perhaps an oil company. For those of…
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AMP Index update
The following graphs show the most visible global phone brands and the approximate percent of value they captured since 2007. The graphs each show trailing four quarter average of shares of units shipped, revenues,…
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The last frontier
Tracking the mobile phone market hasn’t been getting any easier. The lack of published data from many incumbents (including the largest) is compounded by the lack of visibility into entrants. It’s not just ZTE and Huawei…
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The Meanings of Appleiness
I’ve never worked at Apple and know very few people who did. Nevertheless, I read Adam Lashinsky’s book and enough Folklore.org that I think I can get away with replying to the Meaning of Googliness with the following:…
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It's a wonder
My responses to questions from Juliette Garside of The Guardian newspaper: Q: Will noise from Icahn distract the Cook from focussing on product? A: Investors may think that they can influence management but they do so…
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How will iPhones 5S and 5C be priced?
The answer may lie in the way the iPad mini has been marketed. The pattern for iPhone pricing is pretty regular but that for the iPad shows a marked difference. The reason is, of course, that the iPad has already gone…
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Signs of US Android net user decline
ComScore’s latest survey for US smartphone users showed that Android had 52% share of about 142 million users. That amounts to 73.84 million Android devices in use. ComScore’s previous such survey showed that Android had…