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Nokia's internal presentation after iPhone was launched (2007) [pdf]

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Re: Nokia's internal presentation after iPhone was launched (2007) [pdf]

#82
post #59

2007. The presentation reads like an eerily accurate crystal-ball prediction of what actually happened in subsequent years. Evidently, Nokia executives knew well in advance what the iPhone could do to their company. Evidently, they knew they needed to do "something" to avoid an implosion of their mobile-phone business. Evidently, despite their prescience and best efforts, they were unable to avoid disaster. It's as i…

This is spot-on, and it's a remarkably common pattern when dominant players are faced with a seismic shift—even when it comes from within.

Kodak essentially invented the modern digital camera, and had a phenomenal lead going into the 90s. It was not a little side project—they hired IDEO to do vision work, design enclosures and create on-camera UIs. They poured money in, and did ship products. I'd love to know what happened internally, but externally they simply didn't move as quickly and aggressively as they needed to.

Very similar story at Polaroid—it's not like they didn't see the iceberg.

On the computing side, we have Xerox. Just couldn't figure out how to monetize any of the world-changing innovations from PARC.

Someone should really interview all these key players while they're (mostly) still alive and put together some kind of unified field theory of corporate disruption.

Re: Nokia's internal presentation after iPhone was launched (2007) [pdf]

#83
I cant find the quote and article now, but I read that before it was released no one else believed a computer like that could have any reasonable battery life. Then they opened it up and discovered the iPhone was really just a battery with a small logic board attached to it, and a lot of the heavy computational lifting was done when it connected to your computer.

Re: Nokia's internal presentation after iPhone was launched (2007) [pdf]

#84
post #61

Earlier quoted context omitted.

I think we can see the same thing happening today. BYD+CATL are the new iphone and other manufacturers are Symbian, Motorola and Sony Ericsson VW, Toyota and friends cannot change fast enough. They should have started with big battery investments 10-15y ago and RnDing then, not now when Market is flooded.

I wouldn't count Toyota out. Their mega battery plant in North Carolina is coming online this year, and the biggest drag on their current EV/PHEV lineup is the batteries. New EV/PHEV models are on the way, and frankly if they just update what they have with better batteries they will be absolutely phenomenal because they are currently great to drive and run extremely well despite lackluster battery range.

Not just Toyota; the U.S. will have dozens of battery plants because it is strategic, like having our own chips.

Re: Nokia's internal presentation after iPhone was launched (2007) [pdf]

#85

I remember the normal engineering mood inside Symbian, Motorola and Sony Ericsson when the iPhone launched. We immediately knew we were toast. We used to say that the iphone made us irrelevant and android made us redundant.

I think we can see the same thing happening today. BYD+CATL are the new iphone and other manufacturers are Symbian, Motorola and Sony Ericsson VW, Toyota and friends cannot change fast enough. They should have started with big battery investments 10-15y ago and RnDing then, not now when Market is flooded.

I disagree. Cars are much more entrenched status symbols than phones were back then. A Porsche is a Porsche, a truck to show you're manly and outdoorsy is a truck.

People will continue to buy brands they know and whose marketing aligns with how they see themselves. Not everyone will switch to BEVs for a variety of reasons - cost, lack of infrastructure, or hell, even contrarianism.

VW, Renault, Nissan, Stellantis, Toyota can change fast enough before BEVs are the only thing on the market. All of them already have models in various sizes (e.g. Renault make very good and adequate cheap EVs nobody else comes even close to in the big EU markets) and varying quality. It's easier for VW to improve their EVs than it is for Tesla to launder their image.

Re: Nokia's internal presentation after iPhone was launched (2007) [pdf]

#87

It is clear that the presentation doesn't really get it. There would be no iPhone mini. This WAS the iPhone mini.

In all fairness, Apple didn't expect the market to want giant phones, and were very late with big screens. Releatedly: It's fun to look at old Futurama episodes, where they joke about phones becoming so small you accidentally inhale them while talking. We all really thought size was going one way and that was down.

Well it is annoying as a 6ft 2 guitar player(I'm saying I have big flexible hands) I still need both hands to do most phone things, like type this.

My Galaxy 5 and 6 were the last the worked well one handed. The "small" phones available are still larger than those most of the time! Guess the demand just isn't there, tho I wish some were still available. Can't imagine how tiny ladies with small hands deal.

Re: Nokia's internal presentation after iPhone was launched (2007) [pdf]

#88

Earlier quoted context omitted.

I think we can see the same thing happening today. BYD+CATL are the new iphone and other manufacturers are Symbian, Motorola and Sony Ericsson VW, Toyota and friends cannot change fast enough. They should have started with big battery investments 10-15y ago and RnDing then, not now when Market is flooded.

I somehow fail to see this as the most I want in a car is confort and perhaps space not screen time. A killer feature for a car would be FSD but that’s not an “iPhone” thing. BYD and the other Chinese manage to sell good EVs for great prices but I don’t see them irreplaceable like the iPhone. Maybe they are the new Toyota but not the iPhone. Same goes with Tesla though it’s more complicated because Tesla keeps promis…

It's all about marketing. You buy the thing that has the best marketing, not the best thing. That's how Apple replaced all these other smartphone vendors.

Re: Nokia's internal presentation after iPhone was launched (2007) [pdf]

#89
These presentations often serve as a comfort blanket rather than a plan of action. Oh man something incredibly disruptive is happening to us. Lets talk about it. Whew, okay, we understand it, lets go back to being complacent.

Years later, "man we tried, we had that meeting and everything, we just couldn't compete"

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