The Dediu-Munster tapes: No. 1 What is Apple?

Does Apple see itself as a hardware company? A services company? A user experience company?

None of the above, says Horace Dediu, in a weird 5-minute video.

This is the first of eight video clips extracted from a conference recorded live on Oct. 4, 2019 using Teooh, an avatar-based virtual event platform backed by Munster’s Loup Ventures.

My take: Welcome to the uncanny valley. This is a beta version, but Dediu and Munster are good on any platform.

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7 Comments

  1. Aaron Belich said:

    Uncanny Valley? That’s quite the stretch. Looks to be a goofy tool to visualize a conference call. It didn’t make sense that Horace was speaking during when Gene Munster’s speaker icon was on 85% of the clip.

    0
    October 7, 2019
  2. Dan Scropos said:

    Horace is one of the truly great minds in the business and I’ve long enjoyed his thoughts. I’ve always felt like he really “gets” Apple’s mission. There are few as good and even less that are better. That said, what the hell did I just watch?

    2
    October 7, 2019
  3. Steven Noyes said:

    Apple is a Systems Company and EVERYONE gets it wrong. I mean EVERYONE.

    2
    October 7, 2019
    • Aaron Belich said:

      And they are putting the “eco” in ecosystem.

      0
      October 7, 2019
  4. Jerry W Doyle said:

    “… if you have a billion customers you can lose a billion customers just as well.”

    The company that will thrive for decades and longer and longer will be the company that thrives best at the intersection of “artistry and technology.”

    Companies decline. We have seen some great ones in the past several years. Here’s Steve Jobs opining on this subject of companies declining.

    Steve Jobs: “… My passion has been to build an enduring company where people were motivated to make great products. Everything else was secondary.

    I have my own theory about why decline happens at companies. The company does a great job, innovates and becomes a monopoly or close to it in some field, and then the quality of the product becomes less important. The company starts valuing the great salesmen, because they’re the ones who can move the needle on revenues, not the product engineers and designers. So, the salespeople end up running the company. When the sales guys run the company, the product guys don’t matter so much, and a lot of them just turn off. It happened at Apple when Sculley came in, and it happened when Ballmer took over at Microsoft. I don’t think anything will change at Microsoft as long as Ballmer is running it.

    You always have to keep pushing to innovate. Dylan could have sung protest songs forever, but he didn’t. He had to move on, and when he did, by going electric in 1965, he alienated a lot of people. His 1966 Europe tour was his greatest. He would come on stage and do a set with acoustic guitar, and the audiences loved him. Then he brought out what became The Band, and they would all do an electric set, and the audience sometimes booed. There was one point where he was about to sing “like a Rolling Stone” and someone from the audience yells “Judas!” And Dylan then says, “Play it F..king Loud!” And they did. The Beatles were the same way. They kept evolving, moving, refining their art. That’s what I’ve always tried to do…keep moving. Otherwise, as Dylan says, if you’re not busy being born, you’re busy dying.” Steve Jobs on why companies decline…

    1
    October 7, 2019
  5. Kirk DeBernardi said:

    Everything arcs.
    Fact of life and business.

    1
    October 7, 2019

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