Asymmetric Intelligence
Visit asymco.com → RSS feedOn Hacker News Oct 2010 – May 2026
Microsoft gets $5 for every HTC phone running Android, according to Citi analyst Walter Pritchard, who released a big report on Microsoft this morning. Microsoft is getting that money thanks to a p…
Steve Jobs did not create products. He created an organization that predictably and reliably created emotionally resonant products. Steve Jobs did not make movies. He made a company that predictabl…
I think Lisa Jackson’s presentation at the September 2018 iPhone launch event was perhaps the most interesting and most profound. Lisa Jackson is Apple’s vice president of Environment, Policy…
Discover how Apple defied expectations with record gross margins of 48.2%, showcasing strength in products and services despite industry challenges.
Publicly, Mr. Lazaridis and Mr. Balsillie belittled the iPhone and its shortcomings, including its short battery life, weaker security and initial lack of e-mail. […] Internally, he had a very diff…
At this year’s CES two unthinkable things happened: The abandonment of Windows exclusivity by practically all of Microsoft’s OEM customers. The abandonment of Intel exclusivity by Micro…
Office Hours question asked by by Ian H. on May 1, 2026 Q: Memory prices could move from 15% to 40% of the BOM of a device. This seems incredible. So how can Apple deal with this? This has been on …
In The Number I provided a model for estimating the number of active Apple devices at any point in time. The relationship between active devices and cumulative devices sold gives us a rule of thumb…
This chart speaks for itself. Note the bottom two bands and the proportion of the total that they make up. Also note the seasonality with the holiday spikes. This last quarter is not a holiday quar…