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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

#51

Post by onlyrealcuzzo »

traceroute66 wrote: post #5

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…

> And frankly, given how shit most cell carriers are, I can't wait for Apple to come along and give the incumbents a run for their money.

Why would the most profitable company in the world want to get into one of the worst businesses in the world?

It's absurdly capital intensive.

Sure, Apple has an abundance of capital, but their shareholders are unlikely to approve this over ever more share buybacks...

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

#52

Post by frankthedog »

mwint wrote: post #34
gnicholas wrote: post #31

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)?

There are two, one inward and one outward facing. This was highlighted when talking about taking water temp readings when swimming or diving.

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

#53

Post by gnicholas »

anamexis wrote: post #35
gnicholas wrote: post #31

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?

It would be hilarious: the temperature worldwide is roughly 98.6° F, except in NYC where the marathon is being run and it is somewhat warmer. /s

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

#54

Post by mynameisvlad »

ibn_khaldun wrote: post #6
skc wrote: post #4

Earlier quoted context omitted.

Is it still milking if customers are paying willingly?

That depends on what you consider “willingly” to mean in this matter.

Is Apple holding a gun to every person’s head saying “pay for Apple One or else”?

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

#55

Post by arcticbull »

efaref wrote: post #20
convolvatron wrote: post #10

Earlier quoted context omitted.

why do you call it disintermediation? apple is still the big intermediate here

The real word here is "monopolisation".

A monopoly would require they control the entire market for a given product or service. Apple isn't a monopoly in any area - but they are a strong competitor in many areas. They're more like a western take on a chaebol [1] in my opinion.

[1] https://en.wikipedia.org/wiki/Chaebol

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

#56

Post by wbsss4412 »

intrasight wrote: post #28

> 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 next big thing” and it just isn’t coming. The smartphone was a singular event in the history of computing and it wont be replicated within our lifetimes. At most it will be unbundled again, unevenly (eg, smart watches, and glasses)

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

#57

Post by SkyMarshal »

onlyrealcuzzo wrote: post #51
traceroute66 wrote: post #5

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…

> And frankly, given how shit most cell carriers are, I can't wait for Apple to come along and give the incumbents a run for their money. Why would the most profitable company in the world want to get into one of the worst businesses in the world? It's absurdly capital intensive. Sure, Apple has an abundance of capital, but their shareholders are unlikely to approve this over ever more share buybacks...

Loss leader, maybe. Traditionally not Apple’s style, but if they are indeed changing up their business model, then who knows.

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

#58

Post by JKCalhoun »

alexb_ wrote: post #43
rootusrootus wrote: post #27

Earlier quoted context omitted.

> 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.

I share your cynicism in general but not your degree of cynicism. Apparently, when prompted by the new iOS, 96% have opted out of tracking, not 1% as your comment would suggest.

https://arstechnica.com/gadgets/2021/05/96-of-us-users-opt-o...

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

#59

Post by [deleted] »

mwint wrote: post #34
gnicholas wrote: post #31

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)?

[deleted]

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

#60

Post by packetlost »

traceroute66 wrote: post #5

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.
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