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Luxurious
Apple’s new watches are priced in a pattern unlike any of the previous pricing models for Apple products. Previous pricing models for iPhone, iPad, Mac and iPod were typically structured around storage differences. The higher the storage, the higher the price. The Mac had a slight variation where processor and graphics offered some additional configuration options. To Continue reading
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The Critical Path #145: Arbitrage
Back from the Apple Watch event, Horace gives his trip report discussing watch pricing and what we now know of how Apple intends to sell them. What cognitive illusions might come into play as people consider the watch? via 5by5 | The Critical Path #145: Arbitrage. Continue reading
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Asymcar 22: The Goddess
The incomparable Citroen DS (French homophone: déesse), 60 years old this year. Hydropneumatic, self-levelling suspension aerodynamic and interior design efficiency, swiveling headlights, novel construction methods. Ahead of its time even in 1985. Why did this iconic design not endure? We use this parable to analyze Apple Car rumors. via Asymcar 22: The Goddess | Asymcar. Continue reading
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Peak Cable
Paying for TV has been a curious consumer phenomenon. There was a time when TV was free to consumers. It was delivered as a broadcast over-the-air and paid for either by commercials (US mostly) or by taxes on viewers (Europe mostly). The consumers were delighted with the idea as it was far better than radio Continue reading
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The Critical Path #144: The Hookup
Horace and Anders discuss Apple’s brand reorientation from the intellectual and analytical to the emotional and instinctual. Moore’s Law is fundamentally incompatible with luxury so new measures are necessary. What should one call this new paradigm? via 5by5 | The Critical Path #144: The Hookup. Continue reading
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The Critical Path #143: Moving Parts
Horace and Anders discuss the design of Gordon Murray and what it might take to enter the automotive industry. Is an integrated strategy the only way? What job would an Apple car be hired to do? via 5by5 | The Critical Path #143: Moving Parts. Continue reading
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Conversations with Apple’s brand
According to Folkore, in 1981 Apple took out a two page ad in Scientific American which explained that whereas humans cannot run as fast as other animals, a human on a bicycle is the fastest species on earth. Jobs had made the observation that a computer was “a bicycle for the mind” earlier, in 1980, at a time Continue reading
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The Critical Path #142: The Great Insufficiency
Horace discusses his latest work at the Christensen Institute and considers why the educational system works the way it does. Can large scale education be modularized? In the second half of the show, Anders and Horace discuss the rumors about the possibility that Apple might be working on a car. via 5by5 | The Critical Continue reading
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The Analyst’s Guide to Apple Category Entry
Understanding Apple’s intentions seems to be a popular parlor game and there are many attempts at divining intention from data and market study. These attempts at market research for answers are futile because Apple does not compete in existing markets but rather it creates new markets. For instance, the market for the Apple II could Continue reading
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The Entrant’s Guide to The Automobile Industry
Like a siren, it calls. The Auto Industry is significant. With gross revenues of over $2 trillion, production of over 66 million vehicles and growing ((The industry continues to grow, registering a 30 percent increase over the past decade, mainly due to Asia and China in particular)) it seems to be a big, juicy target. It employs 9 Continue reading
