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.
Apple’s next big thing: A business model change
221–230 of 267 posts
Re: Apple’s next big thing: A business model change
#222Earlier quoted context omitted.
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
Apple's cell service network is pretty much tapped out at the total active iPhone MAUs... Sure, Apple's theoretical cell subscribers could grow a lot - but no one is going to care... It would be such a small part of the profits compared to hardware sales and other services - with a MASSIVE capital cost - probably much higher than phone R&D. It would be less capital intensive and possibly more profitable for Apple to…
Re: Apple’s next big thing: A business model change
#223Earlier quoted context omitted.
You hide tracking devices on your children and you think the big downside is that Apple doesn't support that? There's zero intersection between people who should be tracked and people who are able to ride bikes.
• In fact, the children suggested AirTags — ebikes are expensive. Their only hidden tracking devices are their "LoJack&Jill"-brand subdermal cellular GPS implants for kids, installed while they were under heavy sedation. • They had phones^H^H^H^H^H tracking devices already, so…
Re: Apple’s next big thing: A business model change
#224Honestly, 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...).
Re: Apple’s next big thing: A business model change
#225Honestly, 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 has been Appple's business model and advertising for decades: your digital lifestyle hardware and software solution.
Re: Apple’s next big thing: A business model change
#226Earlier 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...).
How does the watch differentiate ambient temp from wearer's temp?
Re: Apple’s next big thing: A business model change
#227Honestly, 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...).
Re: Apple’s next big thing: A business model change
#228Earlier quoted context omitted.
How does the watch differentiate ambient temp from wearer's temp?
Calibration and ML. Like an infrared forehead thermometer.
Re: Apple’s next big thing: A business model change
#229Earlier quoted context omitted.
I would never have this kind of confidence in a corporation.
> I would never have this kind of confidence in a corporation. Meanwhile back on Planet Earth ..... Going by your argument you should not own any electronic device. Because you should not be trusting Intel/AMD to make your CPU because they might have put spyware in it .... Because you should not trust your keyboard manufacturer because they might have embedded a keylogger in it.... Because you should not trust your c…
Re: Apple’s next big thing: A business model change
#230Earlier quoted context omitted.
This study claims that there was a decrease in weather prediction accuracy caused by the reduction in commercial flights due to Covid. Maybe there are still some lingering effects from that? https://www.sciencedaily.com/releases/2020/07/200717101026.h...
Wow! This is extremely interesting! While this is confirmation bias, this reflects almost identically with the timeframe in which the forecasts became significantly worse in my area.