rogifan_new

I can’t get this page to load on my iPad Pro. Says I need a mobile version of Safari to view it.

I don’t have this issue so far. But I’m confused by this as I can be streaming a song on my iPad and an completely different song on my iPhone at the same time. Why is the HomePod different?

Notsofast said:

nano said:

It seems more like a confirmation that Apple is continuing to shift their strategy.  Apple is not likely to make a standalone TV now.  Yes, Apple Music was on android but further evidence that the shift is happening away from the walled-in strategy with their hardware. 

On another note, having read Appleinsider for many years. Did WSJ do some sort of harm to AI?  The attacks and defensiveness of some recent AI articles is off-putting. 

There's no shift.  Apple never announced, nor likely ever intended, to make a standalone TV and compete in the low profit commoditized world of TV screens. Never made any sense.  There's nothing for Apple to offer, when they are all buying their screens from a couple of manufacturers and bundling them in their own package.  In contrast, Apple TV is a high margin, very differentiated product that enhances the Apple ecosystem for its customers.

Are you referring to the Apple TV box? How is it a very differentiated product? It’s basically an overpriced TV streaming box. If it was everything you say why would Apple be offering AirPlay and iTunes on other people’s hardware? And everyone here talks about TVs as being low margin commodities but if Apple got in the TV set business tomorrow you’d all be singing a different tune explaining why it makes perfect sense.

Anyone who thinks this isn’t a significant shift in strategy is blind. And stop bringing up iPod. The Mac in the early 2000s was nothing like iOS is today. The only way Apple was going to grow iPod (and iTunes) sales was via Windows. That is absolutely not the case today. Of course if Apple is building something to compete with Netflix/Amazon/HBO then yeah that services needs to be everywhere. But that is a strategy shift.

The latest episode of Ben Thompson’s excellent podcast explains it well.

https://exponent.fm/episode-158-a-significant-shift/

If DED thinks this is the right strategy then that’s what he should be arguing and providing reasons why he thinks it’s the right business move.

As I posted in another thread... How much money is Amazon making off original content? People keep talking about growing services revenues. Apple doesn’t break down the components of services revenue but it’s a good bet the majority of it comes from the cut Apple takes on IAP. Secondarily would probably be things like iCloud storage, MFI licensing fees, Apple Care. All of those are tied to hardware. We’ve never heard in the past that iTunes was much of a money making business. Maybe Apple has these grand video plans that will blow everyone out of the water and be hugely profitable but I’m skeptical. I know Wall Street is obsessed with the services narrative but what good are services (as a stand alone product) for Apple if they’re not very profitable (if at all). Looking at Netflix’s last quarterly earnings filing their net profit was around $400M. And that’s off of a subscriber base of around 137M. What would Apple have to charge for its video service to pull in decent profits?