Benedict Evans, a keen tech analyst and venture capitalist, teams up with Steven Sinofsky, former president of Microsoft's Windows division, to dissect Apple's recent service-oriented strategy. They explore how Apple is tapping into new subscription models, comparing it to traditional cable systems, while maintaining a focus on privacy. The duo also examines the challenges Apple faces in content delivery, the incremental evolution of its services, and the unique appeal of its ecosystem. Their insights shed light on Apple’s balancing act between innovation and user experience.
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insights INSIGHT
Apple's Growing Subscription Base
Apple boasts a substantial 360 million subscribers globally, including app store subscriptions.
This impressive figure rivals major telecom giants like China Mobile, Vodafone, and Telefonica.
insights INSIGHT
Apple's "Taps in the Tree"
Apple offers numerous subscription services, creating multiple revenue streams.
This strategy resembles the cable TV model, where individual subscriptions add up.
insights INSIGHT
Apple's Service Positioning
Apple's services emphasize privacy, curation, and family-friendly content.
This deliberate positioning aims to enhance user experience and distinguish Apple from competitors.
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with Benedict Evans (@benedictevans) and Steven Sinofsky (@stevesi)
What does Apple's recent event — in which a range of new services was announced, from Apple News Plus to Apple TV Plus to the Apple card — mean for the company's overall strategy and tactics? In this another of a16z's 'hallway conversations', Benedict Evens and Steven Sinofsky discuss the build up, announcements, and postmortem of the recent Apple event, and consider what it all means in terms of a big company's evolution into services. How many different places is Apple now putting a tap into the tree, with new subscriptions available? What’s the positioning underlying all those different services, from a new credit card to new magazines and content, all bundled up together?
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