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Asymco » Theory

Asymmetric Competition

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The Pivot

The iPhone is the most successful product of all time. Over 1.6 billion have been sold. Including the iOS products it spun off, the total is over 2.2 billion. Of those 2.2 billion sold, 1.5 billi...

https://www.asymco.com/2019/05/16/the-pivot/

The Number

The first number that Tim Cook mentioned in the fourth quarter investor conference call was the number of active Apple devices. The 1.3 billion monthly active devices is the most important measur...

https://www.asymco.com/2018/02/27/the-number/

S3X Appeal

On July 3rd, Elon Musk handed over the first 30 Model 3s and tweeted “Production grows exponentially, so Aug should be 100 cars and Sept above 1500.” He added, “Looks like we can reach 20,0...

https://www.asymco.com/2017/10/03/s3x-appeal/