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5by5 | The Critical Path #63: In Orbit

Podcast · 2 comments

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Horace and Moisés talk about the consequences of Samsung's absorption of all Android profits, the limits of iPhone's addressable market, Apple bear markets and, like an object in orbit, how Apple seems to always be falling but never hits Earth. Finally, Horace introduces Asymconf California.

via 5by5 | The Critical Path #63: In Orbit.


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2 comments

  1. af ·

    Horace heard you say Ukraine was about 80 million people - I think it is closer to 50 actually (if that many). Also - and how to say this delicately - I think the business climate there is extremely difficult to say the least - corruption, bribery, etc. are real problems.

  2. Horace Dediu ·

    Yes, you're right. The total number of subscriptions is about 55 million. Regarding the second point, the issue of bad business climate exists in many places where iPhones are sold. I'm not sure what makes Ukraine exceptional.

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