I happened to catch Leander Kahney on The Cultcast podcast this week expound on how disastrous the whole experiment of cloning Macs was for Apple. Just before Steve Jobs returned to Apple, Apple tried to increase revenue by licensing their Mac operating system for a small fee to other hardware makers who then sold their own version of the Mac. It was great for consumers, but it nearly killed the company.
I’m all for Apple pursuing a nice services revenue stream to complement their hardware business. Besides a nice padding to already high-margin device sales, services tend to offer things that customers really want any way. If they don’t buy it from Apple, they’re going to buy it from someone else. Why let Amazon or Google reap all that extra benefit?
Rene Ritchie had an amazing conversation with Brian Roemmele this week on his podcast Vector. Brian is a “voice first” evangelist who explained why he thinks that making Apple Music available on the Amazon Echo was a dreadful mistake. I agree with Brian and am glad to finally see someone else echo many of my own thoughts. I highly recommend that any of my readers take the time to listen to Brian’s forward thinking theories on the future of intelligent assistance. And how Apple just turned the HomePod into the Zune.
Get Ready To Navigate an Obstacle Course Ever since Apple released its new iPad Pro in October, I’ve been reading stories from people who use MacBooks on why they can’t use an iPad as their main work machine. Well, of course, these are primarily Mac users. That’s like getting Android Central to review the new iPhone.
But if I let my mind wander and start to imagine a world where tablets were invented first. I chuckle at the kinds of stories that might’ve been written by iPad users regarding Macs. Something along the lines of… One of the benefits of working in the tech industry is that you get to see life cycles born and age in a greatly accelerated manner. For instance, it took GM and Ford decades to mature into a stable market and another few decades to fall to where they are now. That’s not the case in tech. You can see a company explode onto the scene only to falter merely a few years, if not months, later.
Jason Snell of the Upgrade Podcast tried to make the case this week that it’s a good idea for Apple to offer a lower cost solution to the Apple TV in order to advance their aspirations on the streaming media front. He bases his premise on the fact that hardware revenue from the Apple TV would be insignificant compared to the potential media revenue that would come in.
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Robert PerezManufacturing and distribution analysis since 1993. Perezonomics is available in Apple News
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October 2024
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