How and why does Apple get paid for Apple Pay? Anders and Horace dive into the payments value chain and break it all down for you: whats in it for users, merchants, issuing banks and payment networks. What are the risks and opportunities for Apple? Is there a disruption about to happen?
Farshad Nayeri, Anders Brownworth and I discuss Apple Watch as I drive from the launch venue to the airport.
Anders Brownworth and Horace Preview of Apples September 2014 special event. We focus on how Apparel gets disrupted. We also wrap the Creativity, Inc. book review.
Predictions of the iPhone Portfolio, big screen phones and what they are good for, and a tentative review of Ed Catmull’s “Creativity, Inc”
Will Sherlin writes:
Horace Dediu joins us for the 22nd episode of “The Innovation Engine” podcast to discuss innovation and the future of mobile – what the post-mobile world will look like; how Apple, Google, and others are shaping the mobile experience of the future; and the next frontiers of mobile after health and fitness.
In this episode of the podcast, Horace talks about why mobile and smartphones will no longer be thought of as synonymous in the very near future. He discusses how soon-to-be released products like Apple’s HealthKit and Google Fit, combined with the revolution in wearables, will continue to drive change in industries like health care and will put more power than ever in consumers’ hands.
Horace also shares his thoughts on “The Disruption Machine,” Jill Lepore’s New Yorker article that criticizes Clayton Christensen’s theory of disruptive innovation. While he believes there is some merit to the notion that disruption is overused, Horace says the article overlooks years of research and writing since that has helped refine Chrinstensen’s theories. He wrote a post for the Asymco site titled The Disruption FAQ in response to the article if you are interested in reading more of his thoughts on the matter.
Other highlights from the conversation include:
- What we learned about the Apple New Product Process, or ANPP, from Leander Kahney’s book Jony Ive: The Genius Behind Apple’s Greatest Products
- Some of the reasons why health care technology lags behind consumer technology, and why that means we are just beginning to scratch the surface of what will be possible in personal health care
- Other “white spaces” in the marketplace that Horace sees as ripe for disruptive innovation, including education and transportation
- Why Horace says software, not technology, is the thing with the power to truly transform industries
Understanding what is and isn’t your core business is critical for success. Horace Dediu joins John Chidgey for a very special episode of Pragmatic where for once John doesn’t do all the talking!
via Tech Distortion.
Horace talks about CapEx and begins unpacking the massive topic that is The Capitalists Dilemma. We focus on the surprisingly under-discussed data with regard to Apple’s acquisition of Beats. The deal was officially announced within hours of this recording.
Horace and Moisés catch up on a few weeks of topics, from Apple earnings to iPad discontinuity to ecosystem disparity to followup on ComiXology. Why would you ask a freshwater fish what it’s like to live in the open sea?
Sean Devine has a conversation with Horace Dediu of Asymco about open source software.
This week Myke is joined by Horace Dediu. They discuss his work at Nokia and how that lead to starting his blog, Asymco. They also talk about the role and work of an analyst, his presentation series – Airshow – and graphs, naturally.