Horace Dediu

Asymco One

[Horace Dediu @asymco]

I will be answering questions about Apple Live on Tuesday June 9, one day after WWDC keynote. Reply with your questions. Sign up to watch me live at https://t.co/NJlPdhHjeB.

[Horace Dediu @asymco]

@rgigger @jimstewartson It’s a Regressive tax. Like lotteries are. The less you can pay, the more you are charged. Taxes on stupidity are many.

[Horace Dediu @asymco]

I’ve been posting ecosystem data for at least five years. Prior to that I’ve been posting the App Store vs Hollywood box office revenues for 10 years. As far as I know no other data for ecosystems comparisons has been published. Apple ecosystem data should be compared to national or even continental GDPs.

[Horace Dediu @asymco]

The Apple Ecosystem Approaches $2 Trillion

[EMKWAN @emkwan]

I’m still shocked more people haven’t yet experienced  VisionOS…

incredibly FUTURISTIC tech!

[Justin Ryan ᯅ @justinryanio]

Some don't understand Apple Vision Pro and the path we're on.

Spatial computing isn't just a new product. It's a new computing platform. Building one requires entirely new hardware, software, content, and infrastructure.

Every generation has its naysayers. Personal computers had them. Smartphones had them. Spatial computing does too.

Meanwhile, builders keep building.

[Spatial Insider @spatialinsider]

Apple Immersive Video is incredible on Apple Vision Pro, but few people know what it takes to make it possible.

I met with the founders of @thespatialgen to dive into the technology they've built to stream immersive video and bring live immersive video to life.

[Horace Dediu @asymco]

I will be answering questions about Apple Live on Tuesday June 9, one day after WWDC keynote. Reply with your questions. Sign up to watch me live at https://t.co/NJlPdhHjeB.

[Horace Dediu @asymco]

The Apple Ecosystem Approaches $2 Trillion

[Vatnik Soup @P_Kallioniemi]

The greatest lie Russia ever told was convincing people it is a superpower.

Its economy is smaller than Italy's.

Its GDP per capita is lower than Uruguay's.

Its military is the second-best... in Ukraine.

The only things Russia truly invests in and innovates are kinetic warfare and information warfare.

It has one of the worst demographic outlooks in the world.

Russia is a paper bear.

[Adam Rackis @AdamRackis]

Helsinki what the fuck you have no business having an airport this nice how is this even possible

[James Chanos @RealJimChanos]

You can’t make this up…On their epic price target hike for $TSLA right before the SpaceX IPO, JP Morgan actually cut its 2027 estimates for Tesla.

[Horace Dediu @asymco]

Ripple (XRP) Slides 6% as Crypto Risks Becoming a “First Casualty” of the SpaceX IPO “Digital assets share investor overlap with high-beta tech and pre-IPO speculation, so when a generational listing approaches, the asset class often gets sold first. XRP, with its retail-heavy o…

[Horace Dediu @asymco]

42% of Apple Analysts rate it a Hold or Sell Another 10% do not provide a rating.

[Horace Dediu @asymco]

WWDC Special: Asymco Office Hours Live Q&A with Horace Dediu, Tuesday June 9, day after WWDC keynote.

[Jim Stewartson, Decelerationist 🇨🇦🇺🇦🇺🇸 @jimstewartson]

This is a crime. This is deliberately exposing the general public to the most overvalued company in the history of the stock market in order to prop up an IPO that jailbreaks the entire index/pension/retirement fund system.

This is selling suicide pills at the drugstore.

[Horace Dediu @asymco]

Morgan Stanley reiterates $330 price target with bull-case $440 - AI or Bust

[Horace Dediu @asymco]

Yet 10 out of 27 analysts who follow Apple have a "Hold" or "Sell" rating.

[Horace Dediu @asymco]

Over the past 20(!) years, Apple net income has grown at a compounded annual growth (CAGR) of 26.6%, Revenue growth has compounded at 21.5% and share price has compounded at at 27.7%. That means the company has been doubling at least every 3 years.