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Impetus | Transcribing Asymcar
Due to some research and related writing I’ve been working on which revolve around the potential for disruption in the auto industry, I have wanted the ability to quickly search the Asymcar and The Critical Path podcasts to locate material I remember hearing. Naturally, this is difficult at best with the material in audio format Continue reading
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Podcast: The New Industry Analysts, Who Are They? (Part Two)
Over the last couple of years we have been witness to the rise (and fall) of new research initiatives. What defines them, and what drives them to take on the market as they do? Hosts Thom and Derk Erbé are joined by Phil Fersht, Michael Coté, William Tincup and Horace Dediu. The panel drills down on Continue reading
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Podcast: The New Industry Analysts, Who Are They? (Part One)
Over the last couple of years we have been witness to the rise (and fall) of new research initiatives. What defines them, and what drives them to take on the market as they do? Hosts Thom and Derk Erbé are joined by Phil Fersht, Michael Coté, William Tincup and Horace Dediu. The panel drills down Continue reading
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The Alphabet of Google A and Google B
For the last few years, I’ve been proposing that the way to conceptualize Google is as two separate entities: Google A and Google B. Roughly speaking Google A was the R&D ((Research and Development)) organization and Google B was SG&A ((Sales, General and Administrative)). You can find the operating expenses of running each of these organizations in Continue reading
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The new switchers
During the last quarterly earnings call, Tim Cook said that Apple has seen the highest switching rate from Android ever. That there is switching isn’t surprising. We’ve seen many surveys which show higher loyalty with iOS than with Android. But it’s been very hard to spot the evidence in the data which is visible publicly. Continue reading
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The Critical Path #155: The New Production Method
Horace and Anders discuss car production methods, the BMW i3, tubular and composite frame construction and how Uber could change the landscape. Source: The Critical Path #155 Continue reading
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Samsung’s profit center
Will there come a time when Samsung will earn more profits from the iPhone franchise than from its own Galaxy product line? The problem for Samsung is that although it still sells the most phones ((over 80 million but we don’t have a precise figure)), and the most smartphones, the price and margins for these Continue reading
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The one where I offer stock tips
Let’s say I offered you the option to invest in a monopoly or in a hit-driven company whose survival depends on always finding the next big thing? Which would you invest in? Before you answer, let’s say I offered you the option to invest in a person who has a large inheritance or a person who is Continue reading
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How iPad Educates
The fact that the iPhone is contributing over 90% of the operating profits in mobile phone sales has penetrated even as far as the Wall Street Journal. However, it’s not yet commonly known that the Mac captures a majority of personal computer operating profits, at least when considering the sale of hardware. My calculations suggest at Continue reading
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Apple management answers questions on the market performance of Apple Watch
Katy Huberty (Analyst – Morgan Stanley): You’ve said in the past that the watch may take longer to ramp given the new category and new interface to customers. Is that, in fact, playing out? Is the watch ramping slower than past product categories? Tim Cook (CEO): Katy, when you use the word ramp, do you mean from a Continue reading
