All Posts Tagged ‘asymco

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Winning

The jostling for position within the constrained real estate on the wrist will be analogous to the competition for positioning on the phone. You’ll note that the winners on the phone were different than the winners on the PC. My bet is that the winners on the Watch will be different than the winners on the Phone.

And that’s not a bad thing.

Horace Dediu at Asymco.com

I can’t wait to see what incredible apps are created for this new platform. It’s hard to imagine just what will be possible, what the wrists of tomorrow will be capable of doing. Very exciting.

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★ Starting today

Marco makes his point about SOPA crystal clear:

It’s also worth reconsidering our support of the MPAA. The MPAA is a hate-sink, a front to protect its members from negative PR. But unlike the similarly purposed Lodsys (and many others), it’s easy to see who the MPAA represents: Disney, Sony Pictures, Paramount, 20th Century Fox, Universal, and Warner Brothers. (Essentially, all of the major movie studios.)

The MPAA studios hate us. They hate us with region locks and unskippable screens and encryption and criminalization of fair use. They see us as stupid eyeballs with wallets, and they are entitled to a constant stream of our money. They despise us, and they certainly don’t respect us.

Yet when we watch their movies, we support them.

Even if we don’t watch their movies in a theater or buy their plastic discs of hostility, we’re still supporting them. If we watch their movies on Netflix or other flat-rate streaming or rental services, the service effectively pays them on our behalf next time they negotiate the rights or buy another disc. And if we pirate their movies, we’re contributing to the statistics that help them convince Congress that these destructive laws are necessary.

They use our support to buy these laws.

So maybe, instead of waiting for the MPAA’s next law and changing our Twitter avatars for a few days in protest, it would be more productive to significantly reduce or eliminate our support of the MPAA member companies starting today, and start supporting campaign finance reform.

I’m way ahead of you (although perhaps not in the way you meant).

I’m reminded once again, of Horace’s break down of the studio system revenue stream and the way it distributes wealth in staggeringly unfair ways. The system is broken, and I do agree we need to reconsider our actions and how we support these businesses – as ultimately most of what we consume is produced by this small cadre of hugely successful businesses, and they’re not concerned about much other than their bottom line.

Recently there’s been quite a vocal subset of the internet community (led by those who are most active in creating the platforms, soap boxes or information catalogues we all use daily), about the nature of the proposed SOPA/PIPA legislation.  Interestingly, it seems that the fallout is just as interesting as the battle and protest.  More and more it’s becoming apparent that the Motion Picture Association of America, and the studio’s in Hollywood, are dead-set on halting progress and innovation in the internet.  They’ve even lost sight of the enormous potential for their business to grow and shift according to the technological innovations now available to so many.  Instead, they’re attempting to blockade the internet with a garage of clichés like american, foreign, criminal or jobs.  It’s lame and it’s absurd.

The old business models are being disrupted daily, that much is clear.  So where do we now stand on this?  Do we continue to support the old, the flailing, the stagnant and slow-moving businesses, those who do all they can to obfuscate and obscure clarity – those who seem to hold me at arms length, and do all they can to hinder my ability?  At the expense of the new, do I stand behind this old and outdated system?

I do not.

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★ Louis CK @ The Beacon

20120112-234056.jpg

So a few months back the comedian Louis CK announced that he would be doing a small media experiment. The concept was this: that he had performed and filmed two live shows at the Beacon Theatre in New York, which were then packaged as an hour long special, which could be bought on his website for a mere $5. Not only would he be selling it on his own channel (buy.louisck.net), he would be selling it without any of the DRM measures typically used by studios to limit the ability to pirate material. Louis funded the whole experiment himself, paying for the theatre time, the production crew, the music and distribution. He built for himself, very quickly, a totally vertically integrated business model.

The remarkable thing about this experiment is not that it worked, but that it’s proof positive of what Horace might describe as a low end disruption of traditional media. Through a process of disintermediation, Louis managed to pull in over $1m worth of revenue, an astounding figure given the rather low production costs, in the order of $200k.

What’s the point of all this? The technology which has fundamentally changed the way we think about sharing, liking, experiencing – some of the very matter of storytelling itself – now has the potential to empower artists to reap a monetary reward long sought after. An individual can create the product, get it to market, promote and distribute it with comparatively very little effort. It’s astounding.

I’m glad the experiment happened, and I’m glad it was a success. I’ve given my $5, and I’ll tell you it was worth every cent. Louis may not be your taste in humour, but in his humility, openness, frank honesty and ambition to shake things up and innovate in a rather stagnant media environment – he’s succeeded.

I’m looking forward to the next special. If your interest has been piqued, you can get a copy for yourself here.

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★ bit of a stretch, that

Daring Fireball, quoting Amit Runchal on android activations;

The last time Rubin talked about Android activations was back in June, when he said that 500,000 devices were being activated daily, and that they were seeing week-to-week activation growth of 4.4%. There’ve been about 25 weeks between the two tweets. Some quick math reveals that week-to-week growth since June hasn’t been anywhere close to the 4.4% Rubin was seeing. It’s now closer to 1.4%.

Probably a bit of a stretch to say that Horace’s graph seems to be tapering off..

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★ Curated market intelligence

This is why I read asymco — 

Apple publishes data about its “retail segment” which ifoAppleStore.com catalogs. Here are some statistics I was able to compute from the data:

The stores generate over $100k per employee per quarter. In 2010, revenue was $481,000 per employee. This year the average is around $320k excluding the fourth quarter. In 2009 the average revenue for the technology sector was $388k/yr. A retailer like JC Penney generates about $124k of revenue per year per employee.

Fascinating. Horace is on the money so often, it’s almost scary. Well worth a read.

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★ No sign of inflection, just yet

The numbers just keep adding up. Horace gives us the update on the US mobile phone market:

  • The growth of smartphones reached 38.5%.
    The penetration should reach 50% by September 2012, with about 1.2% converting each month
  • 50% by Q3 next year? Now is the time to be releasing that killer app, that great mobile web experience, those game changing interfaces and the next big thing. I hope you’re all hard at work..!