There's good news and bad. Neil Cybart's deep dive into what he calls Apple's Plan to Own the Entire Music Industry is illustrated with a chart that compares Spotify's paid subscriber…
Apple as tensegrity structure
9 years ago

Published June 23, 2016 by Philip Elmer-DeWitt
A new business model for a new age of computing. "Apple's strategy for eventually moving beyond the iPhone is coming into focus," writes Neil Cybert in…
Published May 12, 2016 by Philip Elmer-DeWitt
Neil Cybart makes the case for a car. From Cybart's Above Avalon: "People are focusing on the wrong thing when analyzing Apple's path forward in the…
Read More Why has Apple tripled its R&D spending to $10 billion?
How many Watches did Apple sell in Q2 2016?
9 years ago

Published April 20, 2016 by Philip Elmer-DeWitt
We could get an answer on Monday. If Tim Cook were of a mind to reveal sales numbers for the first product developed under his watch, 5 p.m. Monday…
Published January 15, 2016 by Philip Elmer-DeWitt
Apple blogger Neil Cybart nails it. “There are two Apples: AAPL, the stock, and Apple, the company.” So wrote Neil Cybart, an insurance industry analyst turned…
12 Comments