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Dediu and Thompson Both Understand Apple …
… in ways that most do not and absolutely no one in the mainstream seems to (at least that I have found).
“The important call to make is that Apple is making a bet that sustainability is a growth business.”
Horace Dediu
“That is the iPhone: it is a franchise, the closest thing to a hardware annuity stream tech has ever seen. Some people buy an iPhone every year; some are on a two-year cycle; others wait for screens to crack, batteries to die, or apps to slow. Nearly all, though, buy another iPhone, making the purpose of yesterday’s keynote less an exercise in selling a device and more a matter of informing self-selected segments which device they will ultimately buy, and for what price.”
Ben Thompson