Morgan Stanley analyst Katy Huberty argues that average annual U.S. household spending on Apple products is likely to double from $444 in 2011 to $888 in 2015 if the company enters the television television set :market.
Friday, May 18, 2012
Will TV Double Apple's Share of Household Spending?
Gary Kim has been a digital infra analyst and journalist for more than 30 years, covering the business impact of technology, pre- and post-internet. He sees a similar evolution coming with AI. General-purpose technologies do not come along very often, but when they do, they change life, economies and industries.
Subscribe to:
Post Comments (Atom)
Will Generative AI Follow Development Path of the Internet?
In many ways, the development of the internet provides a model for understanding how artificial intelligence will develop and create value. ...
-
We have all repeatedly seen comparisons of equity value of hyperscale app providers compared to the value of connectivity providers, which s...
-
It really is surprising how often a Pareto distribution--the “80/20 rule--appears in business life, or in life, generally. Basically, the...
-
One recurring issue with forecasts of multi-access edge computing is that it is easier to make predictions about cost than revenue and infra...
No comments:
Post a Comment