Apple is among the biggest companies in the world. But what has it done for us lately? We break down where the company is headed with help from two of the best Apple analysts in the game — Horace Dediu and Neil Cybart. How does Apple compete going forward? Will they introduce a car? Or are they doomed to a slow decline?
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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 rate of 18%. To compare this total consider that Oracle claimed in 2014 9 million Java developers and IDC claimed in 2014 there were 18.5 million software developers in the world, of which 11 million were professional software developers and 7.5 million were hobbyist developers. It’s therefore possible that Apple’s “market share” among developers is close to 70%.
Second, App installs have now reached 130 billion. The cumulative growth is shown in the graph below:
The rate of growth is also shown in the following graph:
Note that the rate of growth continues to increase and is now above 30 billion/yr. It turns out that apps continue to be a popular download item. The size of the audience continues to grow (see graph below) and it’s therefore understandable that activity in the store continues to grow.
Horace and special co-host Farshad Nayeri discuss Log Log Scale, the iPhone SE and Artificial Intelligence.
Source: The Critical Path #178
Horace talks about developments in Disruption theory. A fairly long and deep discourse on the state-of-the-art in innovation theory development.
Source: The Critical Path #176
Sam Abuelsamid reflects on the origins of BMW’s i program, today’s economics and the application of lessons learned.
We veer into supply chain details and consider the path that the legacy automakers have chosen.
The show closes with a discussion of Apple’s entry assets, supply chain power and business model evolution.
Source: Asymcar #33
Anton Wahlman joins us as we dive into numbers, production curves and the clash between reality, vision and hubris over autonomous carsTesla’s “financial equation” merits much discussion interspersed with reflections on an EV landscape littered with government subsidies.We close with accounting, including a dissertation on variable costs and the burden of “dealerless” car sales.
We pause briefly from talking about cars to talk Apple’s quarterly. The China slowdown, the Watch as the future of computing, services and trusting an advising automaton.
Source: The Critical Path #175
We are ready to roll out Airshow 2.0, a redesigned curriculum for motion-based data presentations.
Three years ago, we created the Airshow concept as a study of how stories come alive using data. We drew inspiration from cinematography and combined with the work of Welles, Tufte and Rosling to build a new theory of presentations. We offered explanations of:
- How and why are presentations different from one-on-one interactions?
- Will new user interface metaphors such as touch help tell stories better than the slide advance clicker?
- Are motion and interaction an effective ways to present? If so, how are they to be choreographed and directed?
- How does “camera position” affect a data story?
Since that initial concept, we have learned far more.
Airshow 2.0 moves beyond executing a story in pixels to the writing and directing process. As before, we teach using the process itself: through stories presented as data.
A full-day presentation of Airshow 2.0 will debut on May 28 in Boston. We will also hold a special performance in San Francisco on Saturday June 11 (weekend before WWDC) to commemorate Airshow’s third anniversary.
To register, or for more information, see http://airshow.io/ . A 30% discount is available to early registrants.
Brand (new) theory: Can a well known brand do something new? Must the new thing stand alone? Must it have a new name, a new distribution model? We evaluate BMW’s “i” sub-brand from both a strategic and tactical perspective. Also a more nuanced review of the i3 after driving it a while. What is the real job it does.
Source: Asymcar #31