In my quoting of the “Cook Doctrine” I cited the primary criteria for Apple to enter a new market: We believe that we need to own and control the primary technologies behind the products we make, and participate only in markets where we can make a significant contribution. These criteria, often repeated, were certainly in force … Continue reading “Significant Contribution”
Bernard Desarnauts had a great idea a few weeks ago: the world needs an event to discuss Apple Watch. After recovering from the shock of not thinking of it first and then from the shock that nobody else had either, I immediately agreed and along with Ben Bajarin and Farshad Nayeri, we quickly rallied to organize and anchor this event: … Continue reading “Glance: A Deep Look at Apple Watch”
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 data that can’t be gathered is where the insight into what is happening may lie. For instance, what matters for an entertainer is not how … Continue reading “Why does Apple TV deserve to exist?”
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 ways to segment it. One could look at geography or at product configurations or the emergence of new powertrain … Continue reading “Meaningful Contribution”
Executives at car companies have suddenly had to answer questions about potential entrants into their business. This is a big change. I don’t recall a time when this was necessary for over 30 years. For decades the questions have been about labor relations, health care costs, regulation, recalls and competition from other car makers. To ask … Continue reading “Soft Underbelly”
Horace and Anders discuss Uber’s transportation business and discuss how software modularizes the world. In the second half of the show, they take listener questions posted to Twitter using the hashtag #CriticalQuestion. Source: The Critical Path #156
Horace discusses his latest work at the Christensen Institute and considers why the educational system works the way it does. Can large scale education be modularized? In the second half of the show, Anders and Horace discuss the rumors about the possibility that Apple might be working on a car. via 5by5 | The Critical … Continue reading “The Critical Path #142: The Great Insufficiency”
Understanding Apple’s intentions seems to be a popular parlor game and there are many attempts at divining intention from data and market study. These attempts at market research for answers are futile because Apple does not compete in existing markets but rather it creates new markets. For instance, the market for the Apple II could … Continue reading “The Analyst’s Guide to Apple Category Entry”
Like a siren, it calls. The Auto Industry is significant. With gross revenues of over $2 trillion, production of over 66 million vehicles and growing1 it seems to be a big, juicy target. It employs 9 million people directly and 50 million indirectly and politically it must rank among the top three industries worthy of government subsidy (or … Continue reading “The Entrant’s Guide to The Automobile Industry”
As corporate romances go, IBM and Apple’s must rank among the most unexpected. As I wrote on the date they changed their Facebook status, the two companies were antagonists for the better part of twenty years and their rapprochement was met with a shrug mostly because yet more decades passed since. Nostalgia aside, this new union is profoundly … Continue reading “Biggest news of 2014”
