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Asymetric: Deleted Scenes
Not everything you hear in the Asymetric podcast makes it through the ruthless editing process. Here are some of the deleted scenes.
Horace Dediu
85.5K posts
- iPad Pro vs. original iPad. 8.5 years of engineering: 50% thinner 30% lighter 35x faster CPU 1000x faster graphics 5x pixels 25% greater color saturation 50% brighter 5x faster WiFi 23x faster LTEa 16x storage
- It’s not the $1 Trillion that amazes but getting to it at a P/E of less than 20.
- John Hancock, one of the oldest and largest North American life insurers, will stop underwriting traditional life insurance and instead sell only interactive policies that track fitness and health data through wearable devices
- New iPhone price graph. (The stairway to heaven.) Use this to estimate where ASP is going.
- Sankey diagrams are useful in analyzing company financials, especially income statement. I do this with Apple but surprised that it’s so rare.
- The Apple Watch is now a decidedly bigger business than the iPod ever was.
- Apple comprises 43% of Warren Buffett’s (Berkshire Hathaway) portfolio.
- Huawei is nearly the world’s biggest smartphone vendor. Their exclusion from licensed Android and fork away from Google is the biggest news in smartphones since, well, Android.
