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Airshow 12 coming to Boston December 18th
Airshow, now in it’s twelfth iteration, is coming back to Boston on the 18th. This time we have Fidelity Investments as a sponsor and their inspiring venue at ThinkSpace, 245 Summer Street, as our setting. If you are interested in how data and mobility will revolutionize the art of persuasion, please register for what will be the best Airshow ever. Continue reading
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Retail in 2020
This year’s Thanksgiving and Black Friday data from IBM shows a continuing pattern of growth for mobile devices. As the graph below shows, in the five years since 2010 mobile devices grew from 5% of the online shopping traffic to 50%. Traditional computing (desktop and laptop) made up the difference. The graph also shows that sales value via Continue reading
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Yet another billion dollar business
I tried to assess the opportunity of Apple Pay but found it to be mostly dependent on how quickly card payments will overtake cash. It seems that as payments move to a digital format they will move to a mobile device. The hurdle isn’t going from a card to a phone but from cash to Continue reading
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The Critical Path #133: Transcendental Valuation
Having reached $700 billion we ask whether $1 trillion is an achievable valuation for Apple. We also discuss why this is not at all interesting. Also, the future of banking. The Critical Path #133: Transcendental Valuation. Continue reading
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How The Magic Happens
Andre Briggs: This is why is so hard to explain to outsiders what it is that I actually do sometimes. Sure, everyone on my team designs and develops but at the core we are constantly persuading with varying degrees of success. via How The Magic Happens – FOR THE SAKE OF VANITY. Continue reading
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The Critical Path #132: The Worlds PIN Code
How does an organizations structure, resource allocation and measurement dictate its capabilities? Horace and Anders discuss Amazons AWS business in comparison to their traditional online retail business and the Apple and Google strategies. via 5by5 | The Critical Path #132: The Worlds PIN Code. Continue reading
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The Critical Path #131: How Big is iCloud?
Apples Services business is growing by leaps and bounds. How much of that can be attributed to iCloud? Horace and Anders consider how big the iCloud business is for Apple, as well as Apples recent stock price rise in this “rolling show” on the way to the airport. via 5by5 | The Critical Path #131: Continue reading
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How big is iCloud?
Apple has declared that what used to be “Other Music Related Products and Services” ((Includes revenue from sales from the iTunes Store, App Store and iBookstore in addition to sales of iPod services and Apple-branded and third-party iPod accessories.)) plus “Software, Service and Other Sales” ((Includes revenue from sales of Apple-branded and third-party Mac software, and services.)) which Continue reading
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Asymcar 19: About that Ferrari SUV…
What motivates a company to destroy its brand? We start with Mini’s plans to sell 100,000 cars in the States by 2020, nearly double today’s pace and remember how Cadillac destroyed their brand and how Mercedes, Porsche, Ferrari et. al. can’t wait to do the same. Also, might retail power in the form of strong dealer Continue reading
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The Critical Path #130: Determinism vs. Probabilism
Horace and Anders discuss Apple Watch pricing, Consumerism and Planned Obsolescence. In the closing segment Horace presents a new dichotomy of company values. via 5by5 | The Critical Path #130: Determinism vs. Probabilism. Continue reading
