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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

#61

Post by dghlsakjg »

gnicholas wrote: post #31
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…

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.

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

#62

Post by kipchak »

traceroute66 wrote: post #38
alexb_ wrote: post #15

The moment that apple announced "privacy" as their focus I knew this was going to happen. They don't actually care about user privacy, but rather want exclusive rights to all of your data so that they can sell it for a markup. If you want to sell targeted ads to anyone using an Apple device, you'll have to let Apple do the targeting (and take their cut). Get customers locked into the apple ecosystem, "protect" them f…

> They don't actually care about user privacy, but rather want exclusive rights to all of your data so that they can sell it for a markup. Anyone who seriously thinks Apple are going to turn into another Google or Facebook needs to give their head a wobble. Look at, for example, their recent pro-privacy improvements to the App Store where developers are now forced to state in black and white what data their Apps coll…

Where would people move to? I think there's a fair bit of room for Apple to get worse on privacy while still being preferable to Android/Windows. "At least they don't sell my data as much as ____".

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

#63

Post by traceroute66 »

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...

> 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.

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

#64

Post by JKCalhoun »

Aperocky wrote: post #3

> looked at possible candidates for Apple’s NBT (Next Big Thing), a product category that could launch an iPhone-like growth wave Is this what drove Facebook, a slowing but otherwise perfectly healthy cash cow into the disaster that is Metaverse? If Apple is going to do the same, my popcorn is ready.

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

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

#65

Post by jen20 »

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.

Absolutely false. Some may not care, but some care immensely - far more than 1%.

If iPhone started reneging on privacy guarantees, I for one would switch to a dumb feature phone the same day.

The fact that Facebook got decimated by the controls added indicate the level of concern people have when offered a choice.

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

#66

Post by traceroute66 »

gnicholas wrote: post #53
anamexis wrote: post #35

Earlier quoted context omitted.

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

> except in NYC

Or, ahem.... "cold winter evenings". ;-)

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

#67

Post by stragio »

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…

Agree to this. Aan Apple fan acquaintance of mine recently said he might put away his phone because he could achieve everything with his watch and earpods and wanted to increase his concentration. He said he'd do his WhatsApp with voice messages and also call like that. He was fine with no display.

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

#68

Post by robszumski »

gnicholas wrote: post #31
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…

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...).

I'm not sure what happened but Dark Sky went from awesome to awful in recent months after the Apple acquisition. Is it just me? Going from "no rain all day" to actively raining with a huge storm 2 hours later. The app does update with this info, but very close to the actual storm.

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

#69

Post by alexb_ »

JKCalhoun wrote: post #58
alexb_ wrote: post #43

Earlier quoted context omitted.

>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...

Of course! They do opt out of tracking by other companies. Doing so is free, easy, and Apple encourages you to do it. That does not mean it will translate to opting out of Apple tracking you via the hardware. When it comes to hardware, privacy is far down the list of most people's priorities.

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

#70

Post by Cipater »

traceroute66 wrote: post #38
alexb_ wrote: post #15

The moment that apple announced "privacy" as their focus I knew this was going to happen. They don't actually care about user privacy, but rather want exclusive rights to all of your data so that they can sell it for a markup. If you want to sell targeted ads to anyone using an Apple device, you'll have to let Apple do the targeting (and take their cut). Get customers locked into the apple ecosystem, "protect" them f…

> They don't actually care about user privacy, but rather want exclusive rights to all of your data so that they can sell it for a markup. Anyone who seriously thinks Apple are going to turn into another Google or Facebook needs to give their head a wobble. Look at, for example, their recent pro-privacy improvements to the App Store where developers are now forced to state in black and white what data their Apps coll…

I would never have this kind of confidence in a corporation.
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