My Patrix site
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…
Tag
Industry
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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…
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Why does Apple TV deserve to exist?
Since writing Peak Cable six months ago, surveys, research and analysis have contributed to the themes of unbundling the TV package. The data under scrutiny is, as usual, the data that can be gathered. Unfortunately the…
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Meaningful Contribution
What if Apple did make a car? How significant could their products be? What would it take to influence the industry’s architecture? The global market is forecast to reach 88.6 million vehicles in 2015 and there are many…
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Apple Assurance
Apple is categorized as a vendor of consumer electronics. More specifically, a member of the “Electronic Equipment” industry in the “Consumer Goods” sector. If indeed this is what it’s thought to be selling, there is a…
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Fluid Coupling
When exactly did enterprises become late adopters of technology? We know that they were some of the first buyers of computers. IBM sold tabulating and later computing machines to businesses starting in the 1910s. During…
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(Much) Bigger than Hollywood
Eddy Cue seems like a nice guy. I can’t say that for sure as I’ve never met him, but he seems to be amiable enough. Maybe it’s because he has a seat on Ferrari’s board of directors. Maybe it’s because he enjoys dancing.…
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The Alphabet of Google A and Google B
For the last few years, I’ve been proposing that the way to conceptualize Google is as two separate entities: Google A and Google B. Roughly speaking Google A was the R&D ((Research and Development)) organization and…
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Samsung’s profit center
Will there come a time when Samsung will earn more profits from the iPhone franchise than from its own Galaxy product line? The problem for Samsung is that although it still sells the most phones ((over 80 million but we…
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How iPad Educates
The fact that the iPhone is contributing over 90% of the operating profits in mobile phone sales has penetrated even as far as the Wall Street Journal. However, it’s not yet commonly known that the Mac captures a…