Category: Uncategorized

Post-keynote Apple event San Francisco – September 8

 

I will be presenting my latest analysis of Apple at the Sustain event in San Francisco on Thursday Sept 8th, the day after Apple’s keynote, along with Ben Bajarin, Carolina Milanesi who will alsob equipped with their latest market insights.

sustain-title-white

There is a time to disrupt and there is a time to sustain.

Sustain event is about understanding Apple’s levers of control to sustain the iPhone as it moves into direct competition with Android. We will also examine positions of top five technology brands: Apple, Amazon, Facebook, Google, and Microsoft.

Learn more about the event at Airshow.io. Given he short notice, we are keeping this event on the small side so reserve your seat soon.

Mini Me

Horace and Henri go for a drive.

The Critical Path is sponsored by Wealthfront, the automated investment service that makes it easy to invest your money the right way. Get your first $15,000 managed for free when you visit Wealthfront.com/5by5.

Support also comes from Braintree, code for easy online payments. If you’re building a mobile app and searching for a simple payments solution, check out BraintreePayments.com/criticalpath.

Source: The Critical Path #186

Listen to “Is the shine off (the) Apple?” – Podcast

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?

Source: Listen to Is the shine off (the) Apple? – Omny personal radio

Asymcar #33 Concept, Outcome and Pivot

 

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