The Critical Path #125: War of Attrition

Horace and Anders analyze the possible business models for Apple Watch, how it may be introduced, distributed, sold, and bought. What impact will the Watch have on Apple’s top and bottom lines? They further look into possible introductions for the rest of 2014. Horace sounds about to give up hopes on Apple TV.

via 5by5 | The Critical Path #125: War of Attrition.

The Critical Path #124: Big in Japan

Horace and Anders discuss Opening Weekend Sales of iPhone 6, Accurate Timekeeping Device, the 3rd tentpole of Apple Watch, leading to a brief history of wristwatches, a study of Job-to-be-done for the watch and what it signals about Apple’s future.

Horace also announces his new role at the Clay Christensen Institute, and the resumption of Airshow World Tour starting with Airshow Seattle on Nov 8.

via 5by5 | The Critical Path #124: Big in Japan.

The Critical Path #122: Where the Money is

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?

via 5by5 | The Critical Path #122: Where the Money is.

Innovation and the Future of Mobile, with Horace Dediu

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

via Innovation and the Future of Mobile, with Horace Dediu.