Ways to think about market size.
When you try to work out the market potential for something fundamentally new, you’re actually trying to resolve two, linked problems.
First, you have to look past what it is now, and see how much better and cheaper it might become
Second, you need to think about who would buy it now, and who else would buy it once it is better and cheaper, and how it might be used.
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In mobile, disruption comes from above
In tech, the cheap weak product generally gets better quicker than the good expensive product gets cheaper. But in mobile, the good expensive product has generally got cheaper faster than the cheap, weak product got good
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In search of objects
The more that smartphones subsume other devices, the more we want new objects and experiences, and the more we try to make digital things physical and tangible
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Apple on privacy, security and identity
How far can Apple turn privacy into a competitive advantage? What might future products look like for which privacy is crucial?
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The home and the mobile supply chain
The smartphone supply chain is driving an explosion of innovation in the connected home. How does that split between software and commodity?
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Where do mobile numbers come from?
A look inside the sausage machine - how, exactly, does one work out numbers for the mobile market?
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