Q: What’s going to be the “next big thing” for Apple? Watches, TVs, something else?
A: I segment along “jobs to be done” which are basically unstated and unmet needs. Unstated because they are usually so deep and so pervasive that they’re taken for granted. We have the need to feel good about our lives, to be healthy and to be connected in meaningful ways to others. These jobs are very poorly served by technology today and there are many non-technology products that are hired as poor proxies to help. The speed with which technology changes means that the trajectory of improvement will undoubtedly intersect that of the job. Even a small job like losing weight and eating well is probably worth as much as half the mobile phone market. Imagine if someone gives us a magic tool that does that for us. How much would you pay? How many of us would pay? There are so many next big things that I cannot choose. (By the way think of the job Facebook is hired to do: make me feel good about myself because I can show others how good I am. Boom!)
Sunt uimit mereu de cat de simplu si clar se prezinta lumea cand o privesti prin ochii teoriei „jobs to be done”. Horace e un futurist excelent, problema lui e ca lumea reala se misca prea incet fata de imaginatia lui :)
Mai aproape, eu vad trei „next things” pentru Apple, din care cu siguranta compania lucreaza la cel putin unul, sper chiar doua: iPay (plati cu telefonul), iWatch (bratara inteligenta cu senzori de health si display/Siri) si iTV (disruperea modelului actual de distributie a content-ului video prin cablisti).
Oricare din astea are potentialul sa impinga AAPL pe un nou val in sus spre 1000. Si intre timp misiunea lui Tim Cook (despre care, a propos, interviul spune multe lucruri bune, cititi-l in intregime) e sa tina barca pe valuri si stocul sa nu se prabuseasca prea mult. Ceea ce face destul de bine, cu politica de dividende si buy-back.