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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

#181
post #29

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I hope they go down that route and get utterly demolished by the courts for disabling the competition in favor of their own ad network.

It never happened in a decade of App Store. Why would it happen with an ad network?

Never happened? Every search I can think of had an ad covering half or more of my screen (full with the keyboard still enabled). Mostly of terrible low-quality apps you'd rather expect on the Microsoft store too. There's a whole tab for "curated" content.

The whole App Store is one big "ew" experience. It's what you'd expect from other companies.

... and the rest of iOS already shows similar elements. Setting up an iPhone recently I think I saw 3 full screen ads for Apple services. From what I remember it would be a lot more if I used more first-party apps.

What a disappointing way to ruin an otherwise pretty nice experience!

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

#182

Earlier quoted context omitted.

What they are doing is using anti-competitive practices, that go against the purpose of anti-trust laws and pro-competition laws.

How, exactly? Apple One is a subscription like any other. People can choose to get it or not.

Through the process of using dominant market power, to anti-competitively harm competitors in various industries.

The most common one, that is in the news, is the App Store situation, where literal laws are being passed to ban Apple's behavior.

But it also applies to other parts of their business, such as ads. There could be a push to pass laws to make Apple's behavior illegal in those spaces as well.

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

#183

Earlier quoted context omitted.

I think this is why it’s taken so long to release the VR headset. It’s obviously been functional for years at this point and there are tons of other headsets on the market proving there is at least some demand. But I think apple is taking it slow and waiting for the right opportunity rather than shoehorn it in at the last second of Q4 to bolster EOY earnings. Same with the car. I’m more skeptical of that project ever…

I'm not sure it's obvious there is demand. You say "tons off other headsets" but it still feels very niche to me.

Apologies for the typo, I’m on mobile and editing is more tedious than it’s worth sometimes.

My point was to say that there is a market that is actively being developed and growing every year. No doubt that VR is still niche, but so were Palm Pilots and MP3 players!

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

#184

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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?

Who cares about gross margin? EBITDA, Free Cash-flow, and Net Margin are what people care about - especially for a utility... What are good businesses? Apple... Saudi Aramco... Google... AWS...

nobody actually cares about margin. you can be entirely unprofitable so long as you show growth quarter after quarter. amazons margins are razor thin if not negative. tesla wasn’t profitable at all until EV legislation, and still struggles to be so

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

#185
post #162

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The first rule of the walled garden is you play with Tim apples toys only. Signal, Opera and SwiftKey are 'guest' species inside the garden. (no, really, the apple experience is BY FAR better when you just use apple's stuff).

... and that's where antitrust should come in at some point. I like that Apple stuff works so well. I don't like that they very intentionally cripple other vendors.

It may seem intentional. I think that Apple only cares about integrating Apple products. This means they launch features which competitors cannot participate in.

Can you blame them? Enabling third parties to act as 1st class citizens means big sacrifices in UX.

Apple believes that great UX is more important than interoperability. Seems like there's a large enough market that agrees for them to meet their business goals - because at the end of the day that's what all of this is about.

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

#186
post #82

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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 s…

I glide quite a bit, so I'm VERY interested in low level micro climate.

Is there a really no use in having higher resolution for modeling the boundary layer?

It seems like having a mountain covered in tiny barometric and temp sensors could at least validate a lot of what we think we know about the boundary layer.

I personally would love to be able to see what the temperature at the bottom and top of a given topographic feature is, as well as how atmospheric pressure is deviating from pure altitude differences.

I build instruments for gliders so I know that the sensors in our phones are capable of incredibly fine resolution. Is there really no use for billions of high resolution data points in climate science?

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

#187

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I understand airtagging a dog, but how do you fit one in your wallet? Are you worried about misplacing it in your home, leaving it behind somewhere else, or theft? I like airtags and use them myself, but never considered using it with a wallet.

I put an AirTag inside the little pouch/sleeve on the inside of my wallet (behind the cards). It was a little awkward at first to get used to my wallet not sitting as flat anymore but I got over it. Luckily, I’m not a person who stores months worth of receipts and 20 cards in my wallet like my father, so there’s plenty of space. It’s definitely come in handy a few times!

There are third party solutions too, like https://chipolo.net/en-us/products/chipolo-card-spot

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

#188
post #83

Earlier quoted context omitted.

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?

The notification thing really made my despise the Apple Watch, caused me way too much anxiety had to turn all those features off.

I'd wear a screenless Apple band with just the health sensors but I wont wear a notification distraction on my wrist again.

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

#189

Earlier quoted context omitted.

Maybe the difference was that Facebook was a one-trick pony that, unlike Apple, soiled their brand rather than bolstered it?

hindsight is 2020. What I'm referring to is instead of coming up with something that could be a game changer organically, forcing it because "We need a big idea now". That has a much higher chance to fail.

I agree with you — forcing a new thing because you need one, will likely always fail. I suspect though that Facebook and Apple both feel pressure from shareholders to show constant growth (although Apple has tempered that expectation somewhat by offering dividends to shareholders). I think Apple has a broader base upon which to find the more organic areas to grow. Facebook instead had a large, but non-paying user base ... perhaps fewer options.

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

#190
post #85

Earlier quoted context omitted.

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 seem…

This kind of thing has been around for a while, e.g. https://nexdock.com/ these days, or https://en.wikipedia.org/wiki/Motorola_Atrix_4G 10 years ago.
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