Notices by Asymco (asymco@mastodon.social), page 2

Apple Card has more than 12 million cardholders. Users earned more than $1 billion in Daily Cash from spending on Apple Card last year. Assuming average of 1.5% Daily Cash, spending is over $66.6 billion or $5.5k per user per year.

Apple reports 2.2 billion active devices. 200 million devices were added in 2023.

“‘I would say my experience was religious,’ the director James Cameron told me when I asked him about his first encounter with the Apple Vision Pro.”

The biggest phone companies in the world are
1) Apple
2) Samsung
3)
4)
5)

Can you name 3, 4 and 5

If Tesla means EVs in the U.S., in China, BYD does the same. Initially a maker of phone batteries, BYD released its first electric car in 2009. When asked about BYD in an interview two years later, Elon Musk flat-out laughed at the company, saying, “I don’t think they have a great product.” And yet in Q4 2023, BYD surpassed Tesla to become the biggest EV seller in the world. BYD has reportedly about 90,000 employees in just their R&D division, compared with Tesla’s 128,000 employees total.

61% of smartphone users in the United States use an iPhone, or 136 million users. (estimate).

‘Seismic shift’: push toward SUVs makes driving unaffordable for many - The Guardian https://apple.news/AI11eSBqOROSBkSB0ubk3vg

@Chancerubbage @thomasfuchs In the early 90s I only worked with a DECStation (Ultrix) or IBM RS/6000 (AIX). Not mine of course.

@thomasfuchs @fahrni This is true of all technology products. And yet one has to ask why there are early adopters because there always are.

This is rhetorical, of course.

@fahrni @thomasfuchs Some buy early, some buy late.

@thomasfuchs It will sell $1 billion in a few days. Not bad for a beta devkit

“Some consumers said Sunday that their Apple Vision Pro orders could take as long as six weeks to ship”

Naysayers are still saying nay as that is what they do.

“The real test will be to see how quickly the Vision Pro reaches 1 million orders. The Apple Watch hit that number in its first day, while the iPad took 28 days. The iPhone took 74 days to reach it.”

Suggest looking at revenue rate.

December retail sales out Wednesday showed US consumer spending continued to prove resilient to round out 2023, pushing back against fears economic growth stalled in the year's final months.

Apple was the number one volume seller in the smartphone market in 22023 (full-year). Apple’s market share increased modestly from 19% in 2022 to 20% in 2023, Samsung decreased from 22% in 2022 to 19% in 2023, while Xiaomi remained flat at 13%. Looking at fourth quarter only, Market share for Apple increased modestly to 24.7% in 4Q23, vs. 24.0%.

The previous quotes were from “How Cars Turned Into Giant Killers “ article by David Zipper in Slate. https://apple.news/A6XKXcQqPTO-65pzbTvUNzw

The Boring Company has raised more than $795 million from venture capitalists on Musk’s big idea: underground, multi-station roadways where autonomous vehicles could shoot off individuals to their destination at speeds of 150 miles per hour. But on the ground, after 7 years, Boring is operating a mere 2.4mi of tunnel. Meanwhile Boring projects from California to Illinois, Texas, Florida, and Maryland have all fizzled or been disbanded.

According to a 2019 survey by Strategic Vision, a consultancy, 75 percent of truck owners haul something at most once per year, and more than a third place something in the truck bed once or never.

In 2021, the average SUV and truck were 7 and 32 percent heavier, respectively, than in 1990

After a decade, Apple still hasn’t introduced an Apple car. Huawei and Xiaomi, whose phones battle the iPhone for supremacy in China, both released new cars this week. The companies’ goal is to keep their phone customers engaged in high-tech vehicles and seize turf before Apple’s possible entry into the fray. What about Samsung, Sony and uh, Google?

Musk and Tesla are battling unions across Scandinavia. What next in the labor dispute? | AP News https://apnews.com/article/tesla-strike-union-sweden-labor-dispute-5124a0074f6b4c5b7f503b5353afe8b3