An Interview With Horace Dediu: On Blogging, Apple And What’s Next

Posted in ひと, インタビュー by shiro on 2013年9月17日


An Interview With Horace Dediu: On Blogging, Apple And What’s Next | Forbes

Eric Jackson:

My 4 “must reads” are: Horace Dediu, Benedict Evans, Steve Cheney, and Ben Thompson.

I reached out to them independently recently and asked them if they would answer some questions about how they came to start blogging and how they see the mobile internet space today. I’ll publish each of their answers separately in the future.

Q: Is Tim Cook the right CEO for the company at this time?

A: I hold the belief that he’s been CEO for much longer than it seems. Jobs was not a CEO in any traditional sense. He was head of product and culture and all-around micromanager. He left the operational side of the company to Cook who actually built it into a colossus. Think along the lines of the pairing of Howard Hughes and Frank William Gay. What people look for in Cook is the qualities that Jobs had but those qualities and duties are now dispersed among a large team. The question isn’t whether Cook can be the “Chief Magical Officer” but rather whether the functional team that’s around Cook can do the things Jobs used to do.

‘He’s Been CEO for Much Longer Than It Seems’ | John Gruber

Exactly. That’s not to say Steve Jobs was not in charge, nor that he is not sorely missed. But Tim Cook has been, effectively, running the company for a long time. There are certain decisions and moments requiring leadership where the burden falls on the CEO. But much of Jobs’s authority — product design, marketing, media negotiations — now falls on the shoulders of executives like Jony Ive, Phil Schiller, and Eddy Cue.

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★Apple Event: iPhone 5c and 5s

Posted in ポッドキャスト by shiro on 2013年9月15日


5by5 Specials #22: Apple Event: iPhone 5c and 5s | 5by5

今回の iPhone イベントのポッドキャストではこれがいちばんオモシロい・・・

Dan is joined by Christina Warren, Horace Dediu, Benedict Evans, and Haddie Cooke to discuss their thoughts on the September 10th Apple Event announcing the iPhone 5c, iPhone 5s, and more.

5by5 Specials #22: Apple Event: iPhone 5c and 5s | asymco

★S is for Service

Posted in ひと, アップル, イベント by shiro on 2013年9月12日


S is for Service | asymco


Horace Dediu:

But that still leaves the question of why are those operators who do carry the iPhone willing to pay so much for it? I only assume that their decision process is likely to be rational. Mainly because we have a large enough sample but also because there is a lot of money at stake requiring quite a bit of internal consensus and vetting before committment. We have to conclude that operators place the orders because they obtain value from the iPhone even when it’s priced at a premium to the average alternative.

The question which follows then is how do they obtain value? I’ve argued that this follow-the-money process leads one to conclude that the iPhone helps in moving users to higher revenue data services. These are more profitable services for operators and the subsidy model creates more loyalty and thus reduces churn and creates a stable cash flow which can then be leveraged through debt to upgrade networks and attract yet more loyal iPhone users.

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C is for Cognitive Illusion

Posted in ひと, アップル, イベント by shiro on 2013年9月11日


C is for Cognitive Illusion | asymco

Horace Dediu:

The surprise was that the 5C was not “low end” in any way other than having a plastic case. It has a minor spec increase over the 5 but is otherwise a 5 feature set in a plastic skin. It also is priced as if it was the continuation of the 5, with a modest reduction in ASP.

In summary I’d say that the C signals the beginning of the “good enough” phase which was also evidenced by the increasing mix of the older models during the last year. Financially it shows up as lower ASP, which, as the graph above implies, I expect to drop to $600 and lower during the next year. Margins may not be affected much as the C is still very highly priced relative to its cost of production.

In the weeds

Posted in アップル, 設備投資 by shiro on 2013年5月31日


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[1]) the means of production.

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Tim Cook at All Things D, on Why Apple Hasn’t Made a Range of iPhones

Posted in ひと, アップル, インタビュー by shiro on 2013年5月30日

My questions for Tim Cook

Posted in ひと, アップル, イベント by shiro on 2013年5月25日


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

Apple’s Tim Cook Returns to D Stage to Open 11th Annual Conference | AllThingsD

The next Asymco Workshop: Airshow. June 9th, WWDC, San Francisco

Posted in ひと, プレゼンテーション by shiro on 2013年5月8日


The next Asymco Workshop: Airshow. June 9th, WWDC, San Francisco | asymco

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

Posted in ひと, アップル, アンドロイド by shiro on 2013年5月6日


Measuring Platform Churn | asymco

Apple’s product is the most popular. Nearly more popular even than all the other competitors combined.

Horace Dediu talks about analysts

Posted in ひと, アップル, アナリスト by shiro on 2013年5月3日


Horace Dediu on the bad habits of Apple analysts and why Tim Cook shouldn’t be fired | The Next Web

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 Critical Path #83: The Analyst Taxonomy | 5by5

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 Critical Path #83: The Analyst Taxonomy | asymco

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