Horace Dediu @asymco Twitter profile

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Horace Dediu

2 years

The Best Reviewers. All Micromobility Vehicles. Hundreds of Reviews. @ride_review is here to inspire the next 5 billion micromobility users by creating the largest online and offline community for expert reviews, consumer ratings, and test rides.

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Last Seen Profiles

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Horace Dediu

@asymco

6 years

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

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@asymco

6 years

It’s not the $1 Trillion that amazes but getting to it at a P/E of less than 20.

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@asymco

8 years

Personal computing, the first 40 years.

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@asymco

6 years

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

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Horace Dediu

@asymco

6 years

Market shares of personal computers, first 40 years.

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@asymco

6 years

New iPhone price graph. (The stairway to heaven.) Use this to estimate where ASP is going.

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@asymco

5 years

iPhone prices from June 2007 to August 2020.

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Horace Dediu

@asymco

3 years

Sankey diagrams are useful in analyzing company financials, especially income statement. I do this with Apple but surprised that it’s so rare.

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Horace Dediu

@asymco

3 years

Dutch traffic jam.

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Horace Dediu

@asymco

2 years

Still one of the most shocking graphs I’ve ever seen.

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Horace Dediu

@asymco

6 years

The Apple Watch is now a decidedly bigger business than the iPod ever was.

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Horace Dediu

@asymco

4 years

Apple comprises 43% of Warren Buffett’s (Berkshire Hathaway) portfolio.

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Horace Dediu

@asymco

5 years

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.

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Horace Dediu

@asymco

6 years

Apple's iPhone X was the world's best-selling smartphone in the first quarter. - Strategy Analytics iPhone 8 was second. iPhone 8 Plus was third. iPhone 7 was fourth.

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Horace Dediu

@asymco

6 years

Corruption is endemic. This is how the Reformation started.

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Horace Dediu

@asymco

7 years

The history of iPhone pricing (updated).

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Horace Dediu

@asymco

6 years

iPad has same graphics as Xbox 1S but is 94% smaller and battery powered

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Horace Dediu

@asymco

7 years

$600 billion of Apple’s current $900 billion market cap was generated under Tim Cook as CEO.

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Horace Dediu

@asymco

7 years

A report from Shenzhen's Transport Commission said that the city's 500,000 bike-share bikes had replaced nearly 10 percent of travel by private car, and 13 percent of petrol consumption

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Horace Dediu

@asymco

6 years

Each of these battery packs can transport a rider 100 km. It takes 100 of these packs to transport a single Tesla driver. Who’s saving the planet?

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Horace Dediu

@asymco

4 years

Apparently the Dow is down because “Some investors may have had to liquidate long positions to cover their unraveling short bets on GameStop stock and others. All three major U.S. indexes in the red”

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Horace Dediu

@asymco

5 years

Subscriber counts (millions): Amazon Prime: 100 Netflix: 139 Apple Paid Subs: 360 now, 500 in 1 yr. Apple iPhone users: 900 Apple active devices: 1400 How will Apple ever catch up?

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Horace Dediu

@asymco

3 years

So who’s the strongest of them all?

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Horace Dediu

@asymco

5 years

“It’s estimated that, in America, there are eight parking spots for every car, covering up to 30 percent of our cities, and collectively taking up about as much space as the state of West Virginia.” There’s a unicorn in the making which will monetize this free real estate.

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Horace Dediu

@asymco

8 years

40 years of personal computing with addition of Raspberry Pi, Chromebooks and Android for 2016 Thanks to those who contributed data.

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Horace Dediu

@asymco

3 years

Apple has stopped all sales at its Russian online store.

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Horace Dediu

@asymco

6 years

What’s the fastest growing technology platform of all time?

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Horace Dediu

@asymco

7 years

My estimate for Apple’s quarterly revenues was $88.299b. The results were $88.3b.

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Horace Dediu

@asymco

6 years

One way to think about it is that Apple’s non-iPhone business is about 2 Facebooks.

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Horace Dediu

@asymco

8 years

Cash flow is a fact, earnings are an opinion and share prices are a dream. Plan accordingly.

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Horace Dediu

@asymco

6 years

It’s incredible that after a mere 4 years Apple Watch is a life saving device. Literally, a priceless product.

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Horace Dediu

@asymco

6 years

The iMac is 20 years old today. It enabled Apple to be come the largest company in the world.

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@asymco

6 years

Headline: “Facebook's grim forecast: privacy push will erode profits for years”. As I put it some time ago: Corroding privacy is one of the greatest unrealized liabilities on the books of many companies.

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Horace Dediu

@asymco

7 years

Selling 1.2 billion iPhones is impressive but not as impressive as selling each one for an average price of $637.82.

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Horace Dediu

@asymco

4 years

Meanwhile, in Europe… Photo taken this weekend in Finland.

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Horace Dediu

@asymco

7 years

Car dealers are in for a lot of pain. A crisis is brewing.

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Horace Dediu

@asymco

6 years

Car and micro ride sharing vs. computer platforms growth, now with same horizontal scale.

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Horace Dediu

@asymco

5 years

My son is trying to explain what I do to his friends and the best he could come up with is “He’s a psychic for Macintosh computers.”

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Horace Dediu

@asymco

5 years

Apple Pay is now completing nearly 1 billion transactions per month, more than twice the year-ago volume. Monthly transaction volume is growing four times faster than PayPal.

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Horace Dediu

@asymco

7 years

It seems that the greatest gain in happiness for the largest number of people would be if they could shorten their commutes to work

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Horace Dediu

@asymco

5 years

Uber trip distances are heavily skewed toward the low end. I’m quite surprised. The implications are profound. [Log-normal Approximations US private car vs. Uber]

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Horace Dediu

@asymco

4 years

Ban cars from city centers? Already at a tipping point, watch this idea’s adoption curve over the next few years.

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Horace Dediu

@asymco

4 years

WTF Happened In 1971?

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Horace Dediu

@asymco

7 years

FaceID is not a feature. Using the phone now feels the way it was before we needed to unlock it.

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@asymco

9 years

Corroding privacy will be the tobacco of the 21st Century. Biggest unrecognized liability on a lot of books.

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Horace Dediu

@asymco

6 years

There are 400 million registered bike-sharing users and 23 million shared bikes in China. There were approximately zero of either in 2016. Fastest adoption curve I’ve ever seen (and I’ve seen 140).

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Horace Dediu

@asymco

6 years

iPhone quarterly revenue growth, last 8 quarters. 1% 3% 2% 13% 14% 20% 29% -15%

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Horace Dediu

@asymco

3 years

Happy 10th anniversary as CEO, @tim_cook

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Horace Dediu

@asymco

14 years

Microsoft makes software to sell. Apple makes software as a means to sell hardware. Google makes software as a means to sell its user.

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Horace Dediu

@asymco

10 years

Those who predict the future we call futurists. Those who know when the future will happen we call billionaires.

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Horace Dediu

@asymco

6 years

Spotify vs. Apple Music Subscriber ramps.

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Horace Dediu

@asymco

5 years

My son found my drawer of many old phones. The first Nokia Communicator just booted. Smartphones from 1998.

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Horace Dediu

@asymco

2 years

@paulg Micromobility. Obviously. But the current figure is already well beyond 36 million.

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Horace Dediu

@asymco

8 years

In the old days fake news used to be called propaganda.

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Horace Dediu

@asymco

3 years

After Apple sucked in all the money in the universe for three quarters in a row, investors remain skeptical.

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Horace Dediu

@asymco

7 years

Apple’s Cash Illustrated.

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Horace Dediu

@asymco

5 years

Lifespans of civilizations and the world’s population.

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Horace Dediu

@asymco

6 years

Bill Gates backed Warren Buffett's decision to up Berkshire's stake in Apple, calling it an "amazing" company. "The top tech companies do have a very strong profit position right now but Apple has the most of all.” Amazed how few people agree with Gates and Buffett.

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Horace Dediu

@asymco

5 years

Among 8,000 U.S. high school students surveyed, 83% have an iPhone, 9% Android. 86% plan their next phone to be an iPhone. -Piper Jaffray Taking Stock With Teens survey

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Horace Dediu

@asymco

14 years

In response to "How much market research did you do for the iPad?" Jobs replied: "None. It isn’t the consumers’ job to know what they want."

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Horace Dediu

@asymco

7 years

iPhone X video

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Horace Dediu

@asymco

6 years

Cars that don’t have electric motors are now about a third of the Norwegian market.

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Horace Dediu

@asymco

6 years

Apple's Tim Cook dismisses the premise that more customer data leads to superior products, calls it a "bunch of bunk."

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Horace Dediu

@asymco

2 years

Dependence on Russia for energy is now understood to be self-destructive but was convenient and economical at the time. Dependence on China for manufacturing will be understood as self-destructive but is convenient and economical today.

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Horace Dediu

@asymco

7 years

Apple apologizes for chemistry.

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Horace Dediu

@asymco

7 years

iOS has half the users, twice the spend. I.e. and iOS user is 4x Android in terms of economic value. Classic Pareto distribution.

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Horace Dediu

@asymco

6 years

I remember a time not long ago when Apple was doomed because they did not take their customers’ data and use it to train their “AI” systems. Respect for privacy was a serious liability.

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Horace Dediu

@asymco

2 years

in America, there are eight parking spots for every car, covering up to 30 percent of our cities, and collectively taking up about as much space as the state of West Virginia.

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Horace Dediu

@asymco

4 years

“The iPhone 12 was Apple’s most successful device launch to date, and drove Apple to a record share high of 30% in Q4 2020” in Europe

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Horace Dediu

@asymco

6 years

How does Apple’s business look if you exclude the iPhone?

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Horace Dediu

@asymco

7 years

An iPad does not have to substitute a laptop to replace it.

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Horace Dediu

@asymco

3 years

The iPhone Stairway to Heaven, updated.

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Horace Dediu

@asymco

6 years

Merry Christmas everyone.

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Horace Dediu

@asymco

6 years

The Norwegian government owns 1.4 percent of all globally listed shares.

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Horace Dediu

@asymco

7 years

Next year Apple Watch will become a bigger seller than iPod ever was.

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Horace Dediu

@asymco

7 years

The iPhone is not only the best selling product of all time but it may be the most used. 60 trillion minutes a year.

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Horace Dediu

@asymco

7 years

Apple reaches highest ever market share in the US phone market. Now at 44%.

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Horace Dediu

@asymco

8 years

Tesla 2015 revenues were $4b. First year Apple Watch revenues were $6b. One is a flop the other an unstoppable success.

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Horace Dediu

@asymco

4 years

Apple results are truly stunning. I am without speech.

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Horace Dediu

@asymco

5 years

@mbrennanchina @benedictevans I like how each phone is held up by being taped to a bottle

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Horace Dediu

@asymco

7 years

In the last disappointing quarter the iPhone generated more revenue than the rest of the global smartphone industry combined. A new record.

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Horace Dediu

@asymco

3 years

Micromobility is literally moving the goal posts.

James Stafford

@Jamesdestafford

3 years

This is for all those drivers that claim you couldn't possibly transport goal posts via e-scooters.

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Horace Dediu

@asymco

7 years

Steve Crandall on HomePod. Listen carefully.

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Horace Dediu

@asymco

6 years

I used to use a browser to read news. Now I use apps. I used a browser to view video now I use apps. I used a browser to book flights and check in. Now I use apps. Trying to figure out what I will use browsing for in the future.

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Horace Dediu

@asymco

4 years

@m_druker @Tweetermeyer $2k Pedal-assist eBike to run errands: costly and demanding of user effort $3k Peloton bike and $40/mo. subscription that sits inside house: fun and exciting

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Horace Dediu

@asymco

4 years

Periodic reminder of how the iPhone company is doing.

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Horace Dediu

@asymco

9 years

The brief history of personal computing platforms.

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Horace Dediu

@asymco

3 years

Apple paid $45billion in US corporate taxes over the last 5 years. The largest tax payer, perhaps ever.

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Horace Dediu

@asymco

6 years

There are about 4 million e-bikes in use in Germany now. Approaching 10% household penetration which is the threshold for mass adoption.

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Horace Dediu

@asymco

4 years

Life is like riding a bicycle. To keep your balance you must keep moving. • Albert Einstein

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Horace Dediu

@asymco

6 years

Why people in Copenhagen use bicycles.

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Horace Dediu

@asymco

6 years

As far as I’m concerned ECG are the biggest three letters of the day. I can’t imagine anything topping this.

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Horace Dediu

@asymco

5 years

25% of all families in Copenhagen with 2 children have a cargo bike. The cargo bike replaces a car in 30% of all households that own a cargo bike. Thus cargo bikes replaced 7.5% of cars for families with 2 children.

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Horace Dediu

@asymco

2 years

Holy moly. CarPlay is Apple Car. End of story.

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Horace Dediu

@asymco

6 years

BMW refers to combustion cars as “classic” products.

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Horace Dediu

@asymco

5 years

The lifetime cost of driving is about $500,000. That does not include the cost of climate degradation, 1.3% chance of dying, an accident every 18 years and feeling really bad.

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Horace Dediu

@asymco

6 years

Apple Heart Study enrolled 419,093 participants, making it the largest investigation of its kind ever fielded. To put this into perspective, a large-scale Swedish study also investigating arrhythmia screening fielded 25,000 participants.

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Horace Dediu

@asymco

7 years

Apple shares reach a new high on speculation that the company will survive a little longer.

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Horace Dediu

@asymco

8 years

Microsoft makes computers, Google makes phones and Amazon opens stores. Of course it's Apple that has the wrong strategy.

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Horace Dediu

@asymco

4 years

Japan's population is projected to fall from 128 million in 2017 to less than 53 million by the end of the century. Italy is expected to see a population crash from 61 million to 28 million. 23 countries expected to see their population more than halve.

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