3 years agoFrom Code Conference 2018:
My take: Thompson at his geeky best. Catch the video before it’s disappeared.
You must be logged in to post a comment.
on Gene Munster: Apple supply pains will be 2022’s gains 'Gene was saying in early 2019 that Apple needed to be viewed as a consumer staple like Coca Cola and…'
on Gene Munster: Apple supply pains will be 2022’s gains 'I enjoyed reading Gene Munster’s analysis. Paraphrasing Katy Huberty, demand isn’t perishable. It really doesn’t matter when in the March…'
on Apple’s 2021 MacBook Pros: The reviews are in (video) 'Forget this query. My friend sent me the link. It’s a speculative rumor meant to get you to subscribe to…' on Apple’s 2021 MacBook Pros: The reviews are in (video) 'Whoops, I’m wrong (very first time). The probability that the market doesn’t respond well to Apple’s earnings report is high.…'
on Apple’s 2021 MacBook Pros: The reviews are in (video) 'Yes. And I’d bet about 1/2 the PCs serve only as terminals in enterprise, hospitals, etc., or as home email/web…' on Apple’s 2021 MacBook Pros: The reviews are in (video) 'Friend of mine says Apple announced AR headsets. I’ve been unable to confirm. Has anybody heard anything on this?'
on Premarket: Apple is green 'Apple closed at $149.32 on limp volume of about 60 M shares. Yawning in the bleachers is perceptible….' on Apple’s 2021 MacBook Pros: The reviews are in (video) '@ Gregg: “I think you are looking for some malicious intent…” Then you’d think wrong. My point was simply that…' on Premarket: Apple is green 'Jerry: I know you are even more optimistic, but I’m liking the forecast from Dan Ives of a $3 trillion…' on Apple’s 2021 MacBook Pros: The reviews are in (video) 'Fred: In my view, the “PC wars” are over. Apple won. What’s important is how the new MacBook Pros integrate…'
That said, it’s important to differentiate between aggregator and platform. Good talk.
But that’s not to say his model is wrong. It’ll be interesting to see how the big players adapt in the next 5-10 years.