| ▲ | gumby 2 hours ago |
| It’s CLV (customer lifetime value): the integral of the MRR. Something most companies mentioned on HN should understand though it feels like Apple is the only one that takes it seriously (And with Apple’s new CEO, the early signs are that commitment is headed for the ash heap as well, but it seems the Mafia may have a longer horizon) |
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| ▲ | Smalltalker-80 2 hours ago | parent | next [-] |
| The Mafia may also have shorter horizon:
- Fantanyl 'customers' have munch higher risk of sudden-death
and then stop being customers.
- Fentanyl is a much more debilitating drug than heroin and much cheaper.
So Fentanyl customers are less able to gather the money for the next fix, and don't need as much (less revenue). |
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| ▲ | sandworm101 an hour ago | parent | next [-] | | More than simply being alive, they want customers who can stay employed and so continue to pay higher prices over a greater number of years. Cocaine and pot are horrible but their users can maintain a working life for years or decades, making them more profitable drugs in the long term. | | | |
| ▲ | shevy-java an hour ago | parent | prev [-] | | > Fantanyl 'customers' have munch higher risk of sudden-death and then stop being customers The Mafia kills people directly. That's a sudden-death right there. https://www.bbc.com/news/articles/c39mr81j2j1o | | |
| ▲ | alienbaby an hour ago | parent | next [-] | | though this is controlled and planned, I assume. As opposed to random numbers of customers dropping dead whenever they feel like it. | |
| ▲ | camdenreslink 42 minutes ago | parent | prev [-] | | At much much lower rates than accidental overdose rates assuredly. |
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| ▲ | eightnoneone 2 hours ago | parent | prev | next [-] |
| What do you see as signs? I was hopeful that Ternus’s hardware background was a positive. |
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| ▲ | boringg an hour ago | parent | prev [-] |
| Wait what are the signs that the new Apple CEO commitment is headed for the heap? Seriously asking |
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| ▲ | gumby 13 minutes ago | parent | next [-] | | Ternus and Cue are full bore on increasing the number of ads shown in apps and otherwise scattered through their devices. This is explicitly the opposite of Apple’s philosophy until recently and Schiller is stepping back reputedly due to his opposition to this approach. The idea appears to be to sell the devices as a vehicle for showing ads (incremental ARR) over selling them for their intrinsic customer value. You expect this kind of thing from shitty industries like cars or Google or Facebook. But this used to be an explicit “no go” for Apple. | |
| ▲ | setopt an hour ago | parent | prev [-] | | To be a bit critical, haven’t Apple software and hardware quality been getting worse for years even before the new CEO? Apple Silicon was the exception, that was truly transformative. But other things, like how polished and snappy the OS feels, seems to have been getting steadily worse. | | |
| ▲ | gumby 12 minutes ago | parent | next [-] | | I think the hardware has improved a lot over the past decade, not always in visible ways. I think this is true even if you disregard the replacement of the butterfly keyboard. | |
| ▲ | boxed 15 minutes ago | parent | prev [-] | | Hardware has been improving a lot since the low point of butterfly keyboards and no ports. Jony Ive went out the door and things improved. Then on the software side they course corrected recently after Alan Dye left. I have hope the software improvements will start to accellerate. |
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