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Apple’s next big thing: A business model change

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

#41

Earlier quoted context omitted.

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…

As I sit here on an iPad Pro that refused to correctly highlight and copy a piece of your post so I could directly reply to it, I just want you to know that nobody views the whole “Apple can do unique things because they own the hardware/software stack” in a positive light. Apple is very bad at software and I will always stand by that… it is very sad that such nice pieces of hardware are married to some of the worst software.

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

#42
post #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 f…

I truly believe the privacy mission is personal to Tim Cook: it was a much smaller deal under Jobs, and Tim Cook was bullied for being gay in Mobile. It makes sense as a lens to view some of their other choices, too.

I think that's absolutely beautiful and very human.

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

#43
post #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 f…

> so that they can sell it for a markup If they start selling your data, they'll quickly eliminate the very market share that gives them such power. And why would they want to give up that data anyway? Better to use it themselves. A lot of people will accept the data collection as long as it doesn't go to third-party companies, we have ample evidence for that already.

>If they start selling your data, they'll quickly eliminate the very market share that gives them such power.

No they absolutely will not. 99% of Apple users do not care about privacy. And when Apple does this, those users will find excuses to why it's okay.

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

#44
post #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 f…

> Letting Apple decide what platforms/services get their potential ad revenue cut in half is not a good thing.

Shouldn't you really say "letting Apple users decide..."?

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

#45

Earlier quoted context omitted.

Their new weather forecasting service is also intriguing. They will soon have millions of thermometer-equipped Apple Watches in the world (IIRC the Series 8 and AWU will have these), allowing them to create an incredibly detailed mapping of temperatures around the world (or at least places where people can afford expensive watches...).

Wouldn't they only be able to make a detailed mapping of the temperatures of people's wrists?

> Wouldn't they only be able to make a detailed mapping of the temperatures of people's wrists?

Unless you're sick, most people's body temperature is within a fairly tight range.

So they could compensate for that ...

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

#46
post #11

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

Agreed. I think that the Watch is part of that - get people used to the idea of wearables as luxury items, not dorky like Google Glasses. Then you get a design house to create the frames, use iPhone for computation and extend interactions to the watch.

I agree that we'll see some huge new product by 2025 - not sure if it's a visor or spectacles though.

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

#47
This was a nice, brief informative and insightful blog post.

As a business model I understand what Apple is doing and can register the strategy as calculated. As an Apple consumer, I am not that interested.

Sometime after inheriting a pair of AirPod Pros and an Apple Watch I started to feel strange. Then I booted OpenBSD on my own hardware for the first time the other day, straight into the shell and I feel changed by how brutal (as in architecture, aesthetics) the experience was. I find it distracting even to use my MacBook now. The colors, the textures, etc. I just feel different now.

Apple is offering a lot of convenience, apparently. The watch is convenient. The AirPods that dig into my ear canals and make me mistake audiobooks and podcasts for my own thoughts are…disturbing…but convenient as a Bluetooth headset?

As a consumer and user of these devices I just feel somewhere between recognizing these new conveniences but being disturbed by them and distracted even after some time.

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

#48
> Nonetheless, I still want to see an Apple Car and see the company’s still working on that bet as a potential head against incrementalism.

Perhaps me meant a "hedge" against incrementalism.

Am I the only one that does not want to see an Apple car? We already have Tesla, I would rather see more inexpensive (electric, I assume) cars.

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

#49
post #34

Earlier quoted context omitted.

Their new weather forecasting service is also intriguing. They will soon have millions of thermometer-equipped Apple Watches in the world (IIRC the Series 8 and AWU will have these), allowing them to create an incredibly detailed mapping of temperatures around the world (or at least places where people can afford expensive watches...).

Aren’t those thermometers pointing the wrong way (towards the wrist)?

No, they have two thermometers, one for ambient temperature and one for body temp.

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

#50
post #34

Earlier quoted context omitted.

Their new weather forecasting service is also intriguing. They will soon have millions of thermometer-equipped Apple Watches in the world (IIRC the Series 8 and AWU will have these), allowing them to create an incredibly detailed mapping of temperatures around the world (or at least places where people can afford expensive watches...).

Aren’t those thermometers pointing the wrong way (towards the wrist)?

The new Apple Watches will actually have two thermometers, one facing inward and one facing outwards.
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