eplt tech blog
#Wearable Market isn’t winner takes all. #Fitbit can co-exist with #AppleWatch. It is not that uncommon to have more than one watch.
#Facebook paid $16B for #WhatsApp, anyone silly enough to believe they won’t rip value (users and data) out of it. https://blog.whatsapp.com/529/Setting-the-record-straight
#Fitbit vs. #Jawbone. Can #Apple just launch #AppleWatch Fitness to take their market? Similar to #iPodShuffle. http://www.businessinsider.com/itc-rules-fitbit-did-not-violate-jawbone-trade-secrets-2016-8
#Spotify: people are not going to pay twice for the same songs, so Apple is eating into your market. And you are losing money, #Apple isn’t.
It’s not a trick question. Will #AutonomousCars lead to higher demand for cars? Or will it drastically reduce it? Think automated Uber!
Don’t write off #Oracle just yet. They’re as persistent as ever and have a good record on getting what they want. http://www.bbc.com/news/world-us-canada-36394558
#Google can keep trying to do messaging apps, but will not win. Gtalk, Hangout, whatever. 1/5 of the world can’t use or sent messages to.
#Ferrari sells less than 10k cars a year and makes a lot of money. #Tesla is selling many more at huge losses. It’s not that simple, right?
#Fitbit is down ~50% year to date. 2015 #1 wearable maker. Apple doesn’t share sales figures, but is it hard to imagine they are #1 now?
Can #Apple merge with #IBM? Apple has 200B+ in cash, IBM is at about 130B.
Let’s bet against #Kanye’s #Tidal, at best, can only be the 3rd best music platform, then slowly become exclusive for Kanye and disappear.
#Apple is growing well into IT services. 1 billion active users, $31 billion in 2015. AWS is less than $10 billion. #Appstore is a service.