Horace Dediu

@asymco66k followers

Asymco One

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Across 97 organic posts

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Oct 17

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Posts 97 posts

#	Date	Post	↓ Outlier	Views	Likes	Reposts	Bookmarks
1	Sep 19, '18	John Hancock, one of the oldest and largest North American life insurers, will stop underwriting traditional life insurance and instead sell only interactive policies that track fi	12.5×	0	1.2k	619	46
2	Feb 15, '17	Personal computing, the first 40 years.	11.7×	0	1.3k	1.1k	17
3	Oct 30, '18	iPad Pro vs. original iPad. 8.5 years of engineering: 50% thinner 30% lighter 35x faster CPU 1000x faster graphics 5x pixels 25% greater color saturation 50% brighter 5x faster WiF	10.6×	0	1.9k	664	39
4	May 7, '18	Market shares of personal computers, first 40 years.	9.4×	0	1.2k	811	21
5	Aug 2, '18	It’s not the $1 Trillion that amazes but getting to it at a P/E of less than 20.	8.9×	0	1.7k	531	20
6	Sep 13, '18	New iPhone price graph. (The stairway to heaven.) Use this to estimate where ASP is going.	8.1×	0	1.1k	580	62
7	Jan 7, '11	Microsoft makes software to sell. Apple makes software as a means to sell hardware. Google makes software as a means to sell its user.	8.0×	0	286	1.2k	0
8	Jan 19, '11	In response to "How much market research did you do for the iPad?" Jobs replied: "None. It isn’t the consumers’ job to know what they want."	6.5×	0	253	962	0
9	Sep 22, '19	iPhone prices from June 2007 to August 2020.	5.1×	0	830	308	72
10	Jan 4, '23	@paulg Micromobility. Obviously. But the current figure is already well beyond 36 million.	4.8×	133k	258	5	16
11	Sep 13, '17	The history of iPhone pricing (updated).	4.3×	0	569	376	0
12	Jan 3, '19	The Apple Watch is now a decidedly bigger business than the iPod ever was.	4.2×	0	688	276	14
13	May 4, '18	Apple's iPhone X was the world's best-selling smartphone in the first quarter. - Strategy Analytics iPhone 8 was second. iPhone 8 Plus was third. iPhone 7 was fourth.	4.1×	0	586	288	9
14	Feb 21, '17	40 years of personal computing with addition of Raspberry Pi, Chromebooks and Android for 2016 Thanks to those who contributed data.	4.0×	0	439	356	0
15	Jun 10, '21	Sankey diagrams are useful in analyzing company financials, especially income statement. I do this with Apple but surprised that it’s so rare.	3.9×	0	766	102	139
16	Jan 26, '18	A report from Shenzhen's Transport Commission said that the city's 500,000 bike-share bikes had replaced nearly 10 percent of travel by private car, and 13 percent of petrol consum	3.7×	0	503	301	1
17	May 20, '19	Huawei is nearly the world’s biggest smartphone vendor. Their exclusion from licensed Android and fork away from Google is the biggest news in smartphones since, well, Android.	3.3×	0	631	196	6
18	Mar 18, '21	Dutch traffic jam.	3.1×	0	675	121	6
19	Oct 26, '22	Still one of the most shocking graphs I’ve ever seen.	3.0×	0	644	80	75
20	May 9, '18	What’s the fastest growing technology platform of all time?	3.0×	0	400	240	15
21	May 17, '18	Each of these battery packs can transport a rider 100 km. It takes 100 of these packs to transport a single Tesla driver. Who’s saving the planet?	2.9×	0	467	191	4
22	Dec 25, '22	in America, there are eight parking spots for every car, covering up to 30 percent of our cities, and collectively taking up about as much space as the state of West Virginia.	2.9×	79k	234	61	9
23	Jul 6, '20	Apple comprises 43% of Warren Buffett’s (Berkshire Hathaway) portfolio.	2.7×	0	661	58	27
24	Nov 9, '17	$600 billion of Apple’s current $900 billion market cap was generated under Tim Cook as CEO.	2.7×	0	531	154	1
25	Oct 30, '18	iPad has same graphics as Xbox 1S but is 94% smaller and battery powered	2.7×	0	520	126	6
26	Jul 8, '19	“It’s estimated that, in America, there are eight parking spots for every car, covering up to 30 percent of our cities, and collectively taking up about as much space as the state	2.6×	0	460	118	43
27	Mar 11, '21	So who’s the strongest of them all?	2.6×	0	418	118	22
28	Apr 26, '18	Corruption is endemic. This is how the Reformation started.	2.6×	0	529	137	7
29	Jan 27, '21	Apparently the Dow is down because “Some investors may have had to liquidate long positions to cover their unraveling short bets on GameStop stock and others. All three major U.S.	2.5×	0	436	92	12
30	Mar 22, '19	Subscriber counts (millions): Amazon Prime: 100 Netflix: 139 Apple Paid Subs: 360 now, 500 in 1 yr. Apple iPhone users: 900 Apple active devices: 1400 How will Apple ever catch up?	2.5×	0	481	124	20
31	Sep 21, '18	Car and micro ride sharing vs. computer platforms growth, now with same horizontal scale.	2.4×	0	328	162	25
32	Aug 13, '17	Car dealers are in for a lot of pain. A crisis is brewing.	2.4×	0	331	190	0
33	Mar 5, '16	Cash flow is a fact, earnings are an opinion and share prices are a dream. Plan accordingly.	2.4×	0	358	222	2
34	Jun 4, '14	Those who predict the future we call futurists. Those who know when the future will happen we call billionaires.	2.2×	0	289	200	6
35	Apr 13, '19	Uber trip distances are heavily skewed toward the low end. I’m quite surprised. The implications are profound. [Log-normal Approximations US private car vs. Uber]	2.1×	0	306	114	29
36	Jul 26, '18	Headline: “Facebook's grim forecast: privacy push will erode profits for years”. As I put it some time ago: Corroding privacy is one of the greatest unrealized liabilities on the b	2.1×	0	323	142	5
37	Sep 30, '15	Corroding privacy will be the tobacco of the 21st Century. Biggest unrecognized liability on a lot of books.	2.1×	0	280	161	3
38	Nov 17, '16	In the old days fake news used to be called propaganda.	2.0×	0	265	196	0
39	Jul 14, '16	Tesla 2015 revenues were $4b. First year Apple Watch revenues were $6b. One is a flop the other an unstoppable success.	2.0×	0	225	195	0
40	Jan 13, '16	The brief history of personal computing platforms.	2.0×	0	224	207	1
41	Sep 11, '17	Selling 1.2 billion iPhones is impressive but not as impressive as selling each one for an average price of $637.82.	1.9×	0	335	132	0
42	Apr 3, '18	There are 400 million registered bike-sharing users and 23 million shared bikes in China. There were approximately zero of either in 2016. Fastest adoption curve I’ve ever seen (an	1.9×	0	298	137	8
43	Mar 13, '18	Spotify vs. Apple Music Subscriber ramps.	1.9×	0	288	117	3
44	Jan 6, '19	One way to think about it is that Apple’s non-iPhone business is about 2 Facebooks.	1.8×	0	344	104	4
45	Jul 26, '20	WTF Happened In 1971?	1.8×	0	304	80	34
46	Mar 1, '22	Apple has stopped all sales at its Russian online store.	1.8×	0	410	64	7
47	Mar 6, '19	Lifespans of civilizations and the world’s population.	1.7×	0	272	112	20
48	Jan 11, '18	Apple’s Cash Illustrated.	1.7×	0	277	122	0
49	Dec 28, '17	Apple apologizes for chemistry.	1.7×	0	241	128	0
50	Nov 8, '17	It seems that the greatest gain in happiness for the largest number of people would be if they could shorten their commutes to work	1.7×	0	310	94	0
51	Apr 8, '19	Among 8,000 U.S. high school students surveyed, 83% have an iPhone, 9% Android. 86% plan their next phone to be an iPhone. -Piper Jaffray Taking Stock With Teens survey	1.7×	0	274	91	10
52	Jul 31, '19	Apple Pay is now completing nearly 1 billion transactions per month, more than twice the year-ago volume. Monthly transaction volume is growing four times faster than PayPal.	1.6×	0	318	79	16
53	Jul 15, '20	Japan's population is projected to fall from 128 million in 2017 to less than 53 million by the end of the century. Italy is expected to see a population crash from 61 million to 2	1.6×	0	199	89	20
54	May 6, '18	The iMac is 20 years old today. It enabled Apple to be come the largest company in the world.	1.6×	0	332	87	3
55	Jan 3, '19	iPhone quarterly revenue growth, last 8 quarters. 1% 3% 2% 13% 14% 20% 29% -15%	1.5×	0	285	81	10
56	Jan 31, '18	Apple reaches highest ever market share in the US phone market. Now at 44%.	1.5×	0	238	114	0
57	Sep 12, '18	It’s incredible that after a mere 4 years Apple Watch is a life saving device. Literally, a priceless product.	1.5×	0	335	70	2
58	Aug 24, '17	The iPhone is not only the best selling product of all time but it may be the most used. 60 trillion minutes a year.	1.5×	0	247	110	0
59	Oct 28, '16	Microsoft makes computers, Google makes phones and Amazon opens stores. Of course it's Apple that has the wrong strategy.	1.5×	0	201	135	0
60	Oct 31, '17	FaceID is not a feature. Using the phone now feels the way it was before we needed to unlock it.	1.5×	0	286	96	0
61	Feb 1, '18	My estimate for Apple’s quarterly revenues was $88.299b. The results were $88.3b.	1.5×	0	384	24	0
62	Dec 3, '18	I used to use a browser to read news. Now I use apps. I used a browser to view video now I use apps. I used a browser to book flights and check in. Now I use apps. Trying to figure	1.5×	0	225	49	15
63	Mar 1, '21	Ban cars from city centers? Already at a tipping point, watch this idea’s adoption curve over the next few years.	1.5×	0	288	66	9
64	Aug 21, '18	The Norwegian government owns 1.4 percent of all globally listed shares.	1.4×	0	245	96	5
65	Oct 19, '20	Meanwhile, in Europe… Photo taken this weekend in Finland.	1.4×	0	337	39	8
66	Jan 6, '19	How does Apple’s business look if you exclude the iPhone?	1.4×	0	253	80	7
67	Apr 6, '22	Dependence on Russia for energy is now understood to be self-destructive but was convenient and economical at the time. Dependence on China for manufacturing will be understood as	1.4×	0	240	87	8
68	Oct 3, '18	Apple's Tim Cook dismisses the premise that more customer data leads to superior products, calls it a "bunch of bunk."	1.4×	0	250	69	6
69	Nov 5, '17	Next year Apple Watch will become a bigger seller than iPod ever was.	1.3×	0	249	77	0
70	Mar 27, '18	I remember a time not long ago when Apple was doomed because they did not take their customers’ data and use it to train their “AI” systems. Respect for privacy was a serious liabi	1.3×	0	248	86	3
71	Jun 23, '18	Why people in Copenhagen use bicycles.	1.3×	0	217	91	4
72	Feb 11, '18	Steve Crandall on HomePod. Listen carefully.	1.3×	0	238	88	0
73	Feb 3, '18	iOS has half the users, twice the spend. I.e. and iOS user is 4x Android in terms of economic value. Classic Pareto distribution.	1.3×	0	252	85	1
74	Sep 21, '21	The iPhone Stairway to Heaven, updated.	1.3×	0	248	58	23
75	Aug 25, '21	Happy 10th anniversary as CEO, @tim_cook	1.3×	0	290	46	14
76	Dec 11, '18	Cars that don’t have electric motors are now about a third of the Norwegian market.	1.3×	0	252	70	4
77	May 7, '18	Bill Gates backed Warren Buffett's decision to up Berkshire's stake in Apple, calling it an "amazing" company. "The top tech companies do have a very strong profit position right n	1.3×	0	263	66	2
78	Nov 12, '17	iPhone X video	1.2×	0	273	53	0
79	Feb 15, '18	In the last disappointing quarter the iPhone generated more revenue than the rest of the global smartphone industry combined. A new record.	1.2×	0	233	83	0
80	Dec 17, '18	Apple Heart Study enrolled 419,093 participants, making it the largest investigation of its kind ever fielded. To put this into perspective, a large-scale Swedish study also invest	1.2×	0	205	83	8
81	Jul 27, '21	After Apple sucked in all the money in the universe for three quarters in a row, investors remain skeptical.	1.2×	0	259	56	8
82	Jun 27, '17	An iPad does not have to substitute a laptop to replace it.	1.2×	0	239	68	0
83	Jan 22, '19	There are about 4 million e-bikes in use in Germany now. Approaching 10% household penetration which is the threshold for mass adoption.	1.2×	0	215	77	3
84	Mar 27, '19	My son is trying to explain what I do to his friends and the best he could come up with is “He’s a psychic for Macintosh computers.”	1.2×	0	318	21	3
85	Jul 9, '19	My son found my drawer of many old phones. The first Nokia Communicator just booted. Smartphones from 1998.	1.1×	0	281	26	3
86	Apr 17, '19	25% of all families in Copenhagen with 2 children have a cargo bike. The cargo bike replaces a car in 30% of all households that own a cargo bike. Thus cargo bikes replaced 7.5% of	1.1×	0	212	51	6
87	Nov 12, '18	BMW refers to combustion cars as “classic” products.	1.0×	0	214	50	0
88	Dec 6, '20	Life is like riding a bicycle. To keep your balance you must keep moving. • Albert Einstein	1.0×	0	221	45	12
89	Oct 30, '17	Apple shares reach a new high on speculation that the company will survive a little longer.	1.0×	0	208	62	0
90	Jan 13, '20	The lifetime cost of driving is about $500,000. That does not include the cost of climate degradation, 1.3% chance of dying, an accident every 18 years and feeling really bad.	1.0×	0	198	54	8
91	Jan 27, '21	Apple results are truly stunning. I am without speech.	1.0×	0	235	35	6
92	Aug 30, '21	Micromobility is literally moving the goal posts.	1.0×	0	231	47	5
93	Jun 6, '22	Holy moly. CarPlay is Apple Car. End of story.	1.0×	0	206	31	11
94	Nov 30, '20	Periodic reminder of how the iPhone company is doing.	1.0×	0	226	29	9
95	Apr 26, '21	Apple paid $45billion in US corporate taxes over the last 5 years. The largest tax payer, perhaps ever.	1.0×	0	230	26	12
96	Sep 12, '18	As far as I’m concerned ECG are the biggest three letters of the day. I can’t imagine anything topping this.	1.0×	0	211	37	1
97	Dec 24, '18	Merry Christmas everyone.	1.0×	0	243	13	0
98	Feb 26, '21	“The iPhone 12 was Apple’s most successful device launch to date, and drove Apple to a record share high of 30% in Q4 2020” in Europe	0.9×	0	248	19	2
99	Sep 22, '19	@mbrennanchina @benedictevans I like how each phone is held up by being taped to a bottle	0.7×	0	231	3	1
100	Oct 8, '20	@m_druker @Tweetermeyer $2k Pedal-assist eBike to run errands: costly and demanding of user effort $3k Peloton bike and $40/mo. subscription that sits inside house: fun and excitin	0.7×	0	214	9	3

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