Where Amazon and Apple Are Different
In the automotive world, there is often debate over whether cars are luxury vehicles with a sporty side or performance vehicles that are luxurious. The classification matters because it colors the standard to which you hold it against. For instance, a luxury barge that has a sporty flair can be forgiven for not being able to hang with an M5 or a Giulia Quadrifoglio in the acceleration department. But it sure as hell better be quieter and have more cup holders.
Capitalism Is Restoring Balance to the Retail World
I love shopping on Amazon. The convenience, selection, and pricing all make for quite the inviting shopping avenue. I’m not a big fan of Alexa but as a retailer I love Amazon. But Ivan Mazour at the The Next Web writes about selling through Amazon as some kind of deal with the devil where you end up screwed in the end.
The Production Rate Is Now Irrelevant
This has been an absolutely amazing week for Tesla watchers. For months now, everyone has been saying that pretty soon either the bulls or the bears would start to be proven right. Well, all the news has been going the bears’ way lately.
Bringing the Apple Pencil to the Low-Cost iPad Was a Shrewd Move
Apple made the right decision when they chose to expand Apple Pencil usage to the low cost iPad. If I had to pick one feature from the iPad Pro to move to the cheaper iPad it definitely would have been the ability to write and draw with the Apple Pencil.
I’ve been using an iPad Pro on a daily basis at work for about two years. It’s an indispensable tool which replaced my Moleskine notebook. Over that time, I’ve sold 4 other iPad Pros to co-workers who saw how I was using mine.
For the last two weeks, I’ve been listening to pundits talk about how Chromebooks are superior to iPads in a school setting because they have keyboards and are easier to manage. What a crock. And this is coming from someone who thinks that Apple should get out of the education market. Apple should let Google have this low-margin business. But…what is best for the students?
An analyst from RBC Capital Markets has made the case in in his investor memo that Apple may drop the price on the successors to the iPhone X. This has led to a lot of speculation that perhaps Apple is retreating from higher prices in the face of unexpectedly low demand. That’s too big a leap to make from my viewpoint.
Net Neutrality is Communism Applied to the Internet
The supporters of net neutrality have tried to portray their opposition as being simply big greedy telecoms who want to squeeze more profit from consumers. This is a lie which doesn’t make any sense.
Ever since Apple released their LTE-enabled Apple Watch, it has become more apparent to me than ever that this is the future of communications. Adding a cellular connection to the Apple Watch is like breathing life into a lump of clay. Not having to rely on my iPhone for data truly brings the Apple Watch to life. Here are my two favorite scenarios where this is the case. During my work day when I leave my desk and after work when I exercise.
History Should be Understood, Not Distorted to Confirm Pre-Existing Beliefs
Senator Mike Lee from Utah wrote a great piece about how Lin-Manuel Miranda’s musical Hamilton has distorted history to confirm a big-government bias. It’s a shame really. Hamilton has done much to re-kindle an interest in America’s history. Now everyone has to explain all the inaccuracies contained therein.
I highly recommend reading this article which sets the record straight on Hamilton. And share it with your friends.
How the ‘Hamilton Effect’ Distorts the Founders
The Q4 2017 Results and Panic at Tesla Central
Tesla just released their Q4 2017 earnings and as many expected, it’s more bad news. Even the “good” news was hiding more bad news beneath the surface. Improved cash flow? Not really, Tesla hoarded ZEV credits and cashed them in all at once and they have deposits on the money-losing roadster and semi-truck. For the non-accountants in my audience, deposits actually are liabilities on the balance sheet.
IPhone Sales Volume
There’s no other way to describe Apple’s (AAPL) iPhone sales volume in Q1 other than they were great. The first wave of articles written about Apple’s earnings release all dwelled on the fact that iPhone sales volume was down year-over-year. However, the major fact about there being one less week in 2018 (13 vs 14) was relegated to a quick footnote.
No One Makes a Good Personal Assistant Yet
The Amazon Echo is not a personal assistant. It is a community assistant. There’s a big difference between the two. And as of yet, no one in the world is making a good countertop personal assistant.
What Horace Dediu Gets Right...and Wrong
Horace Dediu of Asymco had a great FAQ regarding Apple’s (AAPL) $268 billion cash horde. I highly recommend reading it if your wondering why Apple takes out loans when they have so much cash or why they buy back stock.
I especially liked this part from his article.
It’s the Investors Who Are in the Spotlight
Jordan Golson of Ars Technica began his review of the Model X by unintentionally calling attention to something that actually isn’t very flattering for Tesla (TSLA). Of course, he’s trying to put Tesla’s progress in as favorable a light as possible but there’s one big problem with what he said, which I’ll cover after his quote.
This Is Starting to Look Bigger Than Apple Music
Anyone paying attention to what Apple (AAPL) has been doing behind the scenes with media has been astounded over the last 6 months. Between hiring heavy hitters and purchasing video with impeccable pedigrees, Apple has been making some great moves. The most recent announcement is the purchase of an epic drama “See” by the director of the Hunger Games and the Oscar-nominated screenwriter of Peaky Blinders. If the whole video streaming industry is a battle right now it looks like Apple is amassing a huge army on the border and about to go to war.
The Oldest, Clearest, Most Logical Model Designation in the Auto Industry
Apple (AAPL) seems to find itself in an increasingly difficult position when it comes to naming their iPhone models. This is a situation that will only get more sticky if Apple continues to expand the iPhone line as rumored. Ben Lovejoy wrote a piece that I mostly agree with on how Apple needs to segment the iPhone into distinct models to make things a little clearer.
The Apple Watch is the most exciting device made by Apple over the last 3 years. The performance jumps are huge, and it’s constantly gaining new abilities. But everything can be improved, and I appreciated Matt Birchler’s great write-up on suggestions for watchOS 5 at his BirchTree blog. I’m linking to it here and expounding on the suggestions that I liked the best. His suggestions are below in bold.
Manufacturing and distribution analysis since 1993.
Perezonomics is available in Apple News