A new theory of device-enabled presentations; the iTunes ARPU average revenue per user and its putative erosion; a definition of smart devices, the cycles of computing as a continuum.
The Critical Path #83: The Analyst Taxonomy
May 7, ’13
12:05 AM
Horace proposes a classification of analysts and their motives and how to think about the value of commentary. We delve into how Apple executives obtain and preserve authority and talk about the disruptive impact of Nintendo. Also a hint about a new Perspective presentation before WWDC.
The Critical Path #82: Adding Rows
Apr 29, ’13
10:08 PM
The Apple Q1 financial performance review with a short look at the impact of warranties on gross margins. The growth question: why financial analysis cannot offer insights into new product creation, and why makers of things think different. Finally, a new installment into Asymcar: why the process of car making is over-integrated, over-serving, and over-concentrated.
5by5 | The Critical Path #82: Adding Rows.
The Critical Path #81: Continuous Flow
Apr 23, ’13
9:11 PM
We cover misleading headlines with respect to the iPhone at Verizon while questioning the ebb and flow of media tone on Apple news. We also dive deeper into Asymcar and how to think about car manufacturing. Finally, how to approach industry analysis regardless of your industry.
Horace Dediu Interview – Why Businesses are more Fragile than People
Apr 17, ’13
10:11 PM
The best and brightest are usually put to work on optimisation, and asked to improve the way things work. ‘Can you make it better, faster, and stronger?’ They will then go forward and solve the inefficiencies, and that’s where 99% of most energy is spent on. But, at some point you run out of room to improve things, and that’s when you have step aside and ask, can we make it different?
via Horace Dediu: Asymco Interview – Why Businesses are more Fragile than People.
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