Podcast: Horace Dediu’s unified theory of Apple

Exclusive: A new perspective on disruptive innovation.

Clayton (“Innovator’s Dilemma“) Christensen famously predicted that the iPhone would fail. It did not. Where did his grand theory of technological disruption fall short? Horace Dediu, now a senior fellow at the Christensen’s institute, may have the answer.

The Apple 3.0 Show, Episode 02:

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See also: Episode 01:. Gene Munster’s new hobbyhorse (premier episode)


  1. Fred Stein said:
    Key point: 80% of the value from ‘sustaining’, often dismissed as merely incremental.
    Love the diffusion discussion, especially re Watch and AirPods. While their uses and Apps are basic, these will grow in ways we can’t predict. For example who would have predicted Uber at $40B or Pokemon Go generating nearly $1B in months, or all the photo sharing that makes consumers upgrade to SmartPhones with better screens and cameras.

    A challenge that Android has commoditized SmartPhone. Proof is Pixlel’s price and feature set nearly identical to the ‘7’. Samsung’s high-end phone pricing matches Apple’s. I do agree that this commoditization (or price pressure) may come, especially from Huawei.

    One last point is Moore’s law and “sustaining”. Ironically Intel struggles today to obey it’s own ‘law’. Apple obeys. The iPhone’s innards – CPU, sensors, GPU, camera, display improve rapidly. They require massive investments that “sustain” Apple’s position at the peak.

    January 18, 2017
    • David Drinkwater said:
      re: Moore’s Law. The functions in an iPhone are not typically directly integrated circuitry, but rather transformational circuitry (turn light into data, turn angular motion into data, etc), so these are not at the bleeding edge line Intel. I make silicon sensors for a living: we are not even close to the bleeding edge of silicon technology, but we are transformational technology nonetheless. We don’t need 100 nm gates to make very effective 1 micron devices.

      January 19, 2017
  2. David Drinkwater said:
    LIstening belatedly because 25 minutes can be hard to find.

    Horace, is the “Asymco” named based on the idea of “asymmetry”? I heard the words “together” in context by … um … synchronicity.

    January 19, 2017
  3. Bob Van Valzah said:
    The podcast content is great, but I can only justify the time to listen while I’m working out. I’d really like to get the episodes into a podcast player like Overcast or even Apple’s Podcasts app, but I can’t find a way.

    Given your revenue model, I can understand why you wouldn’t want to put the podcasts into an RSS feed on the subscriber release day, but I’d be happy to wait the three days for public release to listen.

    For me, there’s a world of difference between listening in a browser and listening in a podcast app. Will there ever be an RSS feed where a podcast app can subscribe?

    January 21, 2017
      • Bob Van Valzah said:
        Thanks! Sorry if I missed that notice from somewhere else. I’m all caught up now.

        Nice job on the content editing and the audio editing.

        January 22, 2017

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