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Apple’s next big thing: A business model change

mondaynote.com

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Re: Apple’s next big thing: A business model change

#3
> looked at possible candidates for Apple’s NBT (Next Big Thing), a product category that could launch an iPhone-like growth wave

Is this what drove Facebook, a slowing but otherwise perfectly healthy cash cow into the disaster that is Metaverse?

If Apple is going to do the same, my popcorn is ready.

Re: Apple’s next big thing: A business model change

#4

Long story short: the next big thing is milking/squeezing the existing customers through services. I guess the next next big thing would be charging customers for existing/free features(i.e pay more for privacy, no more on-device storage etc)

Is it still milking if customers are paying willingly?

Re: Apple’s next big thing: A business model change

#5
Honestly, for anyone who watches Apple close enough, this isn't news.

Its clear Apple are heading down the disruptive disintermediation route.

Look at the Air Tag. Effectively killing off competitors by making use of the global network of Apple devices.

Look at their recent BNPL (buy now, pay later) announcement for example. Managing the whole caboodle, including the finance itself, entirely internally.

Or look at the fact they still haven't rolled out Apple card internationally. My uninformed guess is that it is more to do with "something's brewing" rather than the US cards not working.

Their recent satphone announcement. Clearly that's just the start. I think most people are guessing the endgame will be carrier disintermediation. And frankly, given how shit most cell carriers are, I can't wait for Apple to come along and give the incumbents a run for their money.

Re: Apple’s next big thing: A business model change

#6
post #4

Long story short: the next big thing is milking/squeezing the existing customers through services. I guess the next next big thing would be charging customers for existing/free features(i.e pay more for privacy, no more on-device storage etc)

Is it still milking if customers are paying willingly?

That depends on what you consider “willingly” to mean in this matter.

Re: Apple’s next big thing: A business model change

#7

Long story short: the next big thing is milking/squeezing the existing customers through services. I guess the next next big thing would be charging customers for existing/free features(i.e pay more for privacy, no more on-device storage etc)

Gotta love HN... always acting like Apple is holding a gun to consumers heads.

Re: Apple’s next big thing: A business model change

#8
Apple has never been a 'pure' hardware builder. It's always been a systems integrator: hardware, software on your device, closely integrating open source in some cases (Unix / Webkit) then moving to link other devices (iTunes).

It's just extending that integration more widely into the cloud and other services. In some ways its surprising they haven't done more of it already.

Re: Apple’s next big thing: A business model change

#10

Honestly, for anyone who watches Apple close enough, this isn't news. Its clear Apple are heading down the disruptive disintermediation route. Look at the Air Tag. Effectively killing off competitors by making use of the global network of Apple devices. Look at their recent BNPL (buy now, pay later) announcement for example. Managing the whole caboodle, including the finance itself, entirely internally. Or look at th…

why do you call it disintermediation? apple is still the big intermediate here
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