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Apple’s next big thing: A business model change

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11–20 of 267 posts

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

#12

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

Intermediate to what? They own the software, hardware, and are moving toward owning the network and billing relationship.. Intermediate between consumers and app builders maybe, but as they build more features into their own devices (e.g. Apple Maps), even those relationships are being brought into the ecosystem.

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

#13

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)

>the next big thing is milking/squeezing the existing customers through services

i am NOT a subscriber to netflix et al. never have been and actively avoid signing up to "trial services" because it could potentially hook me up good.

maybe these people are gullible enough to be convinced enough to be parted with their money, that's fine.

you see, there is "EVIDENCE" in support of cigarettes causing cancer but instead of banning the sales, governments milk it for taxes, the companies say "if someone is willing to pay, why not us" and the blame is on the user.....

the same thing with alcohol and weed and stuff like that. Most of the world has grown around alcohol and even when EVERYONE knows its not healthy for the body, people still consume it, "its traditional".

if people want to not own stuff, want netflix style monthly payments to have their whole life managed by apple, good for these people because then they dont have to pay individually for a bank, for a cable tv, for a cell phone company, for internet, for transport, for education, for security, for netflix, disney, hbo, prime and all that.

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

#14
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?

Yea, just like Intel has been milking existing customers. For monopolistic companies milking is their main business.

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

#15
The moment that apple announced "privacy" as their focus I knew this was going to happen. They don't actually care about user privacy, but rather want exclusive rights to all of your data so that they can sell it for a markup. If you want to sell targeted ads to anyone using an Apple device, you'll have to let Apple do the targeting (and take their cut). Get customers locked into the apple ecosystem, "protect" them from non-apple marketers, and then sell access to the giant Apple userbase at a big cost.

What's really worrying is that having Apple gatekeep advertisers gives them the power to dictate what platforms can get ads vs what platforms can't. Letting Apple decide what platforms/services get their potential ad revenue cut in half is not a good thing.

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

#16
post #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.

Realistically (and I am not singling out Apple here), we are more and more captive of an ecosystem. My Android phone is needed to login to most online service through 2FA, I can pay with it, have my calendar and emails on it.

Losing my phone at this point is worse than losing my wallet and Apple is pushing for even tighter integrations with their customer's life which will ultimately centralize all that information.

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

#17

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)

>the next big thing is milking/squeezing the existing customers through services i am NOT a subscriber to netflix et al. never have been and actively avoid signing up to "trial services" because it could potentially hook me up good. maybe these people are gullible enough to be convinced enough to be parted with their money, that's fine. you see, there is "EVIDENCE" in support of cigarettes causing cancer but instead…

Big companies can excert influence and change behaviours. Consider this as a drug dealer who gives you a free trial.

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

#18
post #11

Apple is going to have everyone wearing a passthrough AR visor by 2025.

I think the same. When they do AR I believe they’ll do it much better than anyone else. They’ll be some really cool feature that will make people flock to it, like apps on the iPhone.

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

#19

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

> why do you call it disintermediation?

Because Apple want to control the quality of the user experience.

Right now Apple Hardware and Apple Software are tightly interlinked. Apple can do things in software because they design 100% of the hardware, and vice-versa.

There's a lot of stuff Apple do in terms of quality of experience that's only possible because of that tight integration. Stuff that would be impossible to do with generic hardware and generic software.

But equally Apple know that if you buy an iPhone, you are dependent on a carrier for service. Like the rest of the world, it has probably not escaped Apple's attention that the quality of service you get from the carriers is becoming rapidly worse by the day. As a result, an Apple user's poor experience with an iPhone might have nothing to do with Apple but everything to do with the carrier.

Having carrier level integration with iPhone could also open up further user experience improvements (e.g. maybe they could do clever stuff at carrier level to help preserve battery).

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

#20

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

The real word here is "monopolisation".
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