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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

#81

I wish huge companies like Apple would just be happy with being #1 in their category, collecting their enormous profits and paying out dividends to shareholders, instead of feeling the need to take over the world.

So no itunes, no ipod, no iphones, no apps, no watch, no airpods, no M1 chips, nada...

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

#82

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...).

The barometers combined with GPS and temp is an incredibly powerful sensor network. Its a shame that it is locked up inside of apple.

It's not that much better than the normal network of AMS sensors. For one, it doesn't give you wind speeds at various levels (critical for predicting weather).

Second, it doesn't give you any additional readings over oceans, which is where the data is lacking in the current network of data.

It does give you more robust surface temperature readings in cloudy areas but that doesn't really help you predict the weather significantly better.

Source: degree in atmospheric sciences

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

#83
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.

I was hoping that will happen with the apple watch, but so far it just brings the notification spam to your wrist and does fitness/health monitoring if you care about that.

What will the AR glasses do, bring the notifications that I have turned off anyway in my face?

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

#84

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…

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...).

[deleted]

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

#85

> The unacknowledged Apple Car (the “Titan” project), Augmented Reality (AR) devices, and forays into the healthcare market, none of which is a feasible candidate So wrong. PDAs were replaced by smartphones. Smartphones will be replaced by AR glasses. It is the next big thing hardware-wise. Many new services will be built upon glasses and watches, and many will be health related. You'll still buy a phone - it'll have…

While I’m sure AR glasses are coming and will be popular, the notion that they’ll be so popular that smart phones won’t even have screens is particularly bold. Smartphones didn’t replace PDAs, most people didn’t have a PDA to replace. Smart phones replaced whole categories of devices and bundled them into one: cameras, camera phones, PDAs, MP3 players, watches, timers, alarm clocks etc. People keep looking for “the n…

> People keep looking for “the next big thing” and it just isn’t coming.

Or... what if the next big thing is the phone becomes the computer, i.e. there will be no laptops? Imagine a device that you can connect to some peripherals including a monitor (possibly with its own GPU), then you undock it, put it in your pocket and move on to the next place - your home or your work with peripherals ready to use.

Today it seems impossible or hard to build but I think the bottleneck here is not even the hardware as much as it's software. But that's a long conversation. Just an idea (kind of an obvious one) I wanted to share.

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

#86

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…

Apple is really uniquely positions to just decide to make a (crypto)currency. Push the app to every iPhone, give everyone with an Apple device X amount, and strong support for business + peer-to-peer transactions and you have the best easiest path to mass adoption possible.

You're falling for the standard crypto trap of being a solution in search of a problem. The user experience you're describing is Venmo. Making it use CookCoin instead of USD doesn't make it easier to build, and it isn't really a selling point.

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

#87

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…

> 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.

In my experience, mobile connectivity just keeps getting better and better. I have lived on both US coasts and traveled to multiple developing countries, and even in places like Zimbabwe I had pretty great connectivity considering where I was.

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

#88

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…

This would be an absolute dream, dealing with carriers has been hell since the beginning. I often do upgrade my phone, but it's been a huge hassle. Sometimes the promos don't work well and they basically wrap you into a contract anyways. I'm honestly just going to pay extra cash and upgrade directly through Apple even though the carrier offers a bigger credit.

If I could cut them out all together and buy an iPhone and cell service with Apple. Done.

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

#89

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...).

Not so sure about this. There's going to be a ton of noise in this data from an outsider POV. At an absolute minimum, for this to be usable as weather data they will have to determine when it's measuring the actual outside weather, as opposed to the indoor, or in-car/-bus/-train temperature.

Good point! During times when AC or heat is running a lot, there might be a bimodal distribution of reported temperatures. I wonder if they could use the ambient light sensor to determine if the person is inside or outside, or if they could use location data to figure out that 'this Apple Watch is in the middle of a large field, so he must be outside'. Then they could just ignore other data in that microclimate area, and create a weather mapping based on watches located in known open areas.

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

#90

Earlier quoted context omitted.

> one of the worst businesses in the world But is mobile telecoms really one of the worst businesses in the world ? I would argue that its one of the worst executed businesses in the world, but not the worst business. Travel and hospitality would likely be fairer examples of "worst businesses", perhaps especially the airline business.

People say this because accountants don’t like capital spending. Carriers have 50-60% gross margins. They are critical enough to get special tax treatments to deal with the capital expenses. If the goal is to make money, what would be the “best” business? Drug cartel?

> Carriers have 50-60% gross margins

Indeed. Many people don't realise how amazingly robust margins have remained.

A lot of it is because its such a closed shop which is why they can get away with many things.

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