My Patrix site
The $2 Trillion Economy
The App Store ecosystem crossed $1 Trillion in 2022. To be precise, in a report published in May 2023 by the Analysis Group the ecosystem is estimated to have exceeded $1.1 trillion. This ecosystem is defined as the…
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How Vision Services Subscriptions Reach $3000/yr
One of the biggest puzzles of my adult life was this question: Why do people pay to attend live events when broadcasts and/or recorded versions are free? Not only do people tend to pay for live events, the costs are…
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Predicting Apple Services
The data is finally out. Apple Services and perhaps Apple itself can be quantified and predicted as never before. As we shall see this data changes almost everything we know. It is even more shocking that this most…
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Movies and the Internet
Almost a year ago, on March 1st, 2021, I tweeted a snapshot of the “FAANG” P/E ratios. They were: Today same companies have the following ratios: What a difference 13 months makes. Microsoft and Apple saw modest falls…
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The lifespans of technological adoptions in the US
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Asymetric: The Crypto Plan for World Domination. An Interview with Balaji Srinivasan
This is a transcript of an Asymetric podcast. It was lightly edited for legibility. Judd Rubin: Three continents, one conversation, this is Asymetric. We are very excited to have Balaji Srinivasan with us today. Balaji,…
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How to listen to Asymco: The Asymco Podcast Channel
I’d like to let everyone know that Asymco is a podcast channel available on Apple Podcasts and Supercast. These podcasts are subscription-only (with a trial period). Join Horace Dediu and Judd Rubin as they strive to ask…
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The Most Important iPhone Ever
Just recently, the 2 billionth iPhone was sold. Unlike the 1 billionth, there was no announcement, no celebration. Partly this is because Apple stopped reporting unit shipments, but partly it’s because it’s not as…
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Forecasting The Past
The last quarter of 2020 was a remarkable quarter for Apple. Every line in the income statement increased by double digits. Net sales up 21%, iPhone sales up 17%, Mac sales up 21%, iPad up 41%, Services up 24% and…
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Significant Contribution Again
Five years ago I used the Cook Doctrine (put forward 12 years ago) to assess the possibility of Apple’s entry in the car market. That doctrine states, among other things: We believe that we need to own and control the…