Benedict Evans, formerly at Orange and former associate of Andreessen Horowitz, recently published an article on his blog discussing the next potential Apple products. Starting with the famous connected glasses that the Californian brand would design in secret,but who would be late. Thus, according to him, although there exists a real “issue” in the optical market, Cupertino may not have the “answer” and don’t “Never” take out the product in question.
Rebelote regarding what is perhaps the most anticipated project of the Apple firm: its intelligent car, of which we still do not know whether it will be autonomous orif it will ultimately just be software. For the investor, the question of driverless vehicles seems to be too far removed from the company's core business. What's more, the man believes that Alphabet itself could not succeed in such a challenge. However, Waymo's automobiles are on a very, very good path.
A well-established revenue model
Evans goes even further and also mentions the case of the Apple TV which according to him would be a “fail“, the definition of which needs no translation. The connected box is, however, the spearhead of Tim Cook's media ambitions on the big screen, integrating both audio streaming from Music packages and streaming series for less than five euros per month. A new model even saw the light of day as recently as last May, accompanied by its revisited Siri Remote.
On the operations side, the time has come for leniency. According to the analyst, Apple would indeed have a strategy of “metronomic precision” when it comes to “deliver a new hardware and software collection” every year. Results that many competitors simply cannot afford, at least not with the vain.40% margin” that we know (yes, your iPhone 12 is worth less than four hundred euros on paper).
On confidentiality
Final opinion: what about privacy? For the Cambridge University alumnus, not generating growth through a search engine would obviously make “easier to say that you won't try to guess what interests” users. Perhaps he is simply not aware thatApple is developing a program of this type, still internally for the moment.
