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The Dediu-Munster tapes: No. 5 How Apple chose to disrupt health careapple dediu munster five health6 years ago
Published October 9, 2019 by Philip Elmer-DeWitt

The Dediu-Munster tapes: No. 5 How Apple chose to disrupt health care

It's the vector I would have chosen. —Horace Dediu

Read More The Dediu-Munster tapes: No. 5 How Apple chose to disrupt health care

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The Dediu-Munster tapes: No. 4 How Apple gets a higher PE multipleapple dediu munster tapes four staple6 years ago
Published October 8, 2019 by Philip Elmer-DeWitt

The Dediu-Munster tapes: No. 4 How Apple gets a higher PE multiple

Coca Cola, Proctor and Gable and Apple?

Read More The Dediu-Munster tapes: No. 4 How Apple gets a higher PE multiple

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The Dediu-Munster tapes: No. 3 Why Apple trades like a dying steel milldediu munster tapes three steel mill6 years ago
Published October 8, 2019 by Philip Elmer-DeWitt

The Dediu-Munster tapes: No. 3 Why Apple trades like a dying steel mill

It not easy for a hit-driven business to change its business model.

Read More The Dediu-Munster tapes: No. 3 Why Apple trades like a dying steel mill

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The Dediu-Munster tapes: No. 2 Why Apple is so darn greenapple dediu tapes two6 years ago
Published October 8, 2019 by Philip Elmer-DeWitt

The Dediu-Munster tapes: No. 2 Why Apple is so darn green

Apple's customers are not the audience for Tim Cook's virtue signaling. 

Read More The Dediu-Munster tapes: No. 2 Why Apple is so darn green

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The Dediu-Munster tapes: No. 1 What is Apple?apple dediu munster tapes one6 years ago
Published October 7, 2019 by Philip Elmer-DeWitt

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

Welcome to the uncanny valley.

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

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Can Apple double? Munster and Dediu on Teooh (videos!)Apple Horace Dediu Gene Munster6 years ago
Published October 4, 2019 by Philip Elmer-DeWitt

Can Apple double? Munster and Dediu on Teooh (videos!)

The app takes a bit of set-up, but it's worth the wait.

Read More Can Apple double? Munster and Dediu on Teooh (videos!)

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Horace Dediu: The triumph of the walled gardenapple walled garden grapeshot6 years ago
Published September 25, 2019 by Philip Elmer-DeWitt

Horace Dediu: The triumph of the walled garden

Tim Cook said he would double Services revenue in four years. He did it in three. From a note posted Wednesday on Asymco.com: Click to enlarge. …

Read More Horace Dediu: The triumph of the walled garden

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WWDC19: Eight base hits, no home runsapple dediu wwdc19 8 hits6 years ago
Published June 13, 2019 by Philip Elmer-DeWitt

WWDC19: Eight base hits, no home runs

The score is the same, according to Horace Dediu, who did not grow up playing baseball.

Read More WWDC19: Eight base hits, no home runs

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Horace Dediu takes a deep dive into Apple's 'pivot'apple car evercore deep dive6 years ago
Published May 16, 2019 by Philip Elmer-DeWitt

Horace Dediu takes a deep dive into Apple's 'pivot'

No business is good if it is static

Read More Horace Dediu takes a deep dive into Apple's 'pivot'

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The tornado funnel of civilizations, the S-curve of technologiesdediu civilizations technologies6 years ago
Published March 5, 2019 by Philip Elmer-DeWitt

The tornado funnel of civilizations, the S-curve of technologies

Nothing lasts forever, but things last shorter now.

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Philip Elmer-DeWitt
Philip Elmer-DeWitt has been covering Apple since 1983 — mostly for Time Magazine (28 years), later for Fortune (9 years), where he wrote a daily blog called Apple 2.0. [Read more.]

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Philip Elmer‑DeWitt

  • 9to5Mac
  • Above Avalon ($)
  • AppleInsider
  • Apple Investor News
  • Asymco
  • Daring Fireball
  • Deagol's AAPL Model
  • MacDailyNews
  • Monday Note
  • Six Colors
  • Stratechery ($)
  • Techpinions ($)
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