The Numbers Behind the Apple vs. Samsung Rivalry: Video – Bloomberg

My appearance on Bloomberg West using an iPad to illustrate what it takes to make an iPad.

The Numbers Behind the Apple vs. Samsung Rivalry: Video – Bloomberg.

  • FalKirk

    Very nice use of the iPad and Perspective software to highlight your points.

  • Ryan VanCity

    Can I ask what software you were using on the ipad to display your dynamic charts?

    • MarkS2002

      Do a site search for Perspective and you will get all of the info you need.

    • Perspective.

  • Ryan VanCity

    aaaaaaaaand nevermind… previous comment answered that. sorry

  • marcoselmalo

    Damn, that was polished!

    One thing: I couldn’t read the names on the last graph. Was Apple the one in blue? Samsung was green?

    • From the number ($12B) I’m pretty sure Samsung was white in the last one.

  • Klasse

    Whoha, i am really impressed by the performance! Now I am starting to understand what you mean when you say this is the future of presentations.

    Also, I think you did a good job of explaining the data in a simple way… Feels like that is the #1 challenge when the audience is diverse as Bloomberg’s

  • El Aura

    I didn’t see any numbers on the y-axis, I think adding them would be useful (though you likely took them out deliberately, maybe to emphasise the relative size vs. the absolute size).
    And the company labels weren’t always readable. Of course they were filming of a screen instead of showing the video signal from your iPad directly which didn’t help. Maybe on TV with a limited resolution you need larger labels than when presenting to a physically present audience.

  • Bruce_Mc

    I thought Emily Chang did a very nice job of giving you questions. They were catchy, interesting to the audience, and set up your graphs well. A mention of @emilychangtv from the asymco twitter account would be a nice thank-you.

    • marcoselmalo

      I imagine there was a pre-taping discussion of what sort of questions would be asked. My hat is off to Chang for sticking with interesting, relevant questions. So many of her colleagues get distracted by inanities (and the need to hear themselves speak).

      Chang is a journalist who happens to be on TV. It’s sad that this is a pleasant surprise.

      • Bruce_Mc

        I agree, it was a pleasant surprise to hear how well the questions fit with what Horace had to say.

        My point is that Bloomberg is more than just news, it’s part of the entertainment industry. Horace is in showbiz now! And there is an old showbiz saying, “Be nice to people on your way up, because you’ll meet the same people on your way down.”

        Another old saying I like is the five stages in the life of a Hollywood star:

        1 Who is Horace Dediu?

        2 Get me Horace Dediu!

        3 Get me a Horace Dediu type!

        4 Get me a young Horace Dediu!

        5 Who is Horace Dediu?

        I haven’t seen any AsymClones yet, but if they start popping up it will be a sign that Horace is well and truly launched in the entertainment industry.

  • Bravo

    I remember back in 2010 when I stated that Horace would be one of the most sought after analysts on television.

    Horace replied to the effect of creating his own network.

    You’re certainly on your way.

  • JohnD

    I don’t know what kind of PowerPoint you’re using, but it’s time for back to basics:
    1- stop animating stuff out while I’m trying to decipher it. Animate stuff in if you must, but not out while in the middle of talking about it.
    2- Animation doesn’t replace a key to what the bars actually represent: name, scale…

    • Sacto_Joe

      I agree with #2, but not with #1. Horace was clearly indicating change through time. That’s a third dimension, and requires animation.

      • JohnD

        Not really, you can do like this picture, with colors for OEMs and x clusters by year, or the reverse. No animation required, and a better global view.

      • Sacto_Joe

        I will grant that the column chart (the last of three) didn’t work as well as the line chart. Note, however, that a chart that wanted, say, to show month by month over a two year span would not work well with your approach but would work just as well with Horace’s.approach. In fact the biggest problem with Horace’s third chart was labeling. Had he used a key like you did then the problem would have been ameliorated.

  • Bruce_Mc

    I don’t see an Asymco entry yet for Critical Path #104 yet, so I will add my comment here.

    Thanks for the peek backstage before your Bloomberg appearances. Watching the video, I thought the large monitor and you standing beside it looked good. It reminded me of a TV weather presenter.

    Rather than taking your hand (or a stick), and then turning and pointing at features of the graph on the monitor, I suggest that you could move a cursor on your iPad with your finger. The cursor could appear on the monitor as a laser pointer “V” or a Mac style pointing finger, something the audience would immediately understand is being controlled by you in real time.

    Doing it that way would get some of the benefit of a camera looking over your shoulder, without the drawback of an over shoulder view not being able to see your face. The audience could see your face and what you are doing on the iPad at the same time.