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Dediu and Thompson Both Understand Apple …

… in ways that most do not and absolutely no one in the mainstream seems to (at least that I have found).

“The important call to make is that Apple is making a bet that sustainability is a growth business.”

Horace Dediu

The Full Article

“That is the iPhone: it is a franchise, the closest thing to a hardware annuity stream tech has ever seen. Some people buy an iPhone every year; some are on a two-year cycle; others wait for screens to crack, batteries to die, or apps to slow. Nearly all, though, buy another iPhone, making the purpose of yesterday’s keynote less an exercise in selling a device and more a matter of informing self-selected segments which device they will ultimately buy, and for what price.”

Ben Thompson

The Full Article

Up next Cop Pulls Tesla Model 3 Driver Over For ‘Computer’ Mounted On Dashboard “After Hall explained that the screen came stock with the car and showed the officer how the touchscreen controlled most of the car’s functions, Engineers are fixing Silicon Valley “And, by Christ, there’s not enough pity in the world for the poor journalistic souls who have to report on whatever shitty thing Travis Kalanick
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