In the weeds | asymco
Although discussions related to how Apple will “use its cash” center on acquisitions of companies, Apple’s has been busy acquiring, just not companies. It has been buying capital equipment. Capital meaning (in the original sense of the word) the means of production.
Here is how I interpret the answer:
Apple CEO Tim Cook on Product Strategy (Video) | AllThingsD
Tim Cook at All Things D, on Why Apple Hasn’t Made a Range of iPhones | Daring Fireball
My questions for Tim Cook | asymco
Next week at AllThingsD’s D11 conference in LA, Apple CEO Tim Cook will be interviewed by Kara Swisher and Walt Mossberg. Here are some questions I’m hoping they will ask.
Horace Dediu’s Questions for Tim Cook | Daring Fireball
After giving dozens of talks in the last year using an iPad with Perspective I’ve learned a few things. Having also spent years using Powerpoint to try to do the same thing, I’ve experienced first hand how slideware has gotten in the way of great storytelling.
Measuring Platform Churn | asymco
Apple’s product is the most popular. Nearly more popular even than all the other competitors combined.
So paradoxically, the opinion of those who are highly paid should be treated with suspicion while the opinion of those subject to peer review should be treated with respect. It brings to mind the difference between highly paid fortune tellers and pundits whose methods are obscure vs. poorly paid graduate students whose methods are open to all. Whose opinion is worth more?”
Horace Dediu talks about analysts | The Loop
The Next Web インタビューで引用された発言についての Dediu の説明。ジャーナリストやアナリストに対する考え方が分かって興味深い・・・
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.
The Critical Path #82: Adding Rows | asymco
It’s something of a cliché to say that audiences vary in terms of quality, but that does not make it less true. Indeed, network operators depend on it being true. And so does Apple.
The job the iPhone is hired to do | asymco
The clue comes from the fact that the consumer is not the only buyer. It’s operators who buy and re-price the product. They are hiring the product to sell broadband and the newest variant is still the best hire to do that job. This observation is crucial to understanding the growth dynamics of the iPhone and consequently, of Apple itself.
Apps, People, & Jobs to Be Done | stratēchery
キャリアがアンドロイドより iPhone を売りたいワケ | maclalala2