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The Instrument Makers | The Christensen Institute
When we think about how great theories are built, one pattern seems to pop up repeatedly: breakthroughs are preceded by the insight into one (n=1) insight. The key observation of an anomaly that disabused us of a false assumption leads us to a far deeper causal understanding. I’ll illustrate with a simple history of astronomy. For millennia, the Continue reading
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How many iOS devices will Apple Ship in the next six months?
Of the $42.5 billion Apple spend buying capital assets ((Includes land and buildings $5.6b, Machinery, equipment and internal-use software $32.1b and Leasehold Improvements $4.7b)) more than half was acquired in the last three years. Net of depreciation these assets are currently worth $20.1 billion and the spending rate is about $12 billion per year. This Continue reading
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The Critical Path #149: Whippersnapper
From impressive iPhone sales to slowing iPad revenues, Horace and Anders recap the most recent Apple earnings. In the second half of the show, Horace answers listener questions from Twitter. Source: 5by5 | The Critical Path #149: Whippersnapper Continue reading
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Debug 64: Horace Dediu of Asymco (live from Ull) | iMore
Debug is a casual, conversational interview show featuring the best developers in the business about the amazing apps they make and why and how they make them. On this episode — Live from the Ull conference in Ireland Guy and Rene talk to Horace Dediu of Asymco fame about his background as a developer, his Continue reading
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The Critical Path #147: Attracting the Mind
Horace and Anders look at the segments of the luxury market and consider how success can be measured in Apple’s watch business. via 5by5 | The Critical Path #147: Attracting the Mind. Continue reading
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The Battle for The Wrist
The Apple Watch offers a hierarchy of surfaces onto which software can compete for attention: The Complication Layer The Notification Layer The Glances Layer The App Screen These surfaces are arranged in a hierarchy where the highest is the most accessible and the lowest is the least accessible. In a similar fashion we can consider the hierarchy Continue reading
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The Watch
Before its launch, I said that the Apple Watch would be as much a watch as the iPhone is a phone. Recall that when the iPhone was launched it was anchored on three tentpoles, one of which was being a phone and that when the Apple Watch was launched it was also anchored on three tentpoles, Continue reading
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Personal Computer
The history of the Personal Computer market (since 1981) is shown below: Note that I added a forecast for 2015. Data from Gartner shows Windows PCs declining at a 6% rate in Q1 with a full-year forecast of -2.4% (including OS X). Assuming 20.7 million Macs, the Windows PC market will decline to 285.6 million units (from 295 Continue reading
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The Critical Path #146: Bob Moesta
Bob Moesta demonstrates Jobs to be Done interview technique by speaking with Horace about a car purchase. via 5by5 | The Critical Path #146: Bob Moesta. This is very important. You should listen. Continue reading
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How will we measure Apple’s Watch success?
It won’t be easy. The company will not be reporting the Watch segment revenues or (presumably) unit sales and therefore we won’t have an accurate unadulterated view of the business. In addition, the large number of products in the mix and wide price variance means that it will be difficult for analysts to determine demand and Continue reading
