Tag Archives: iPad

Scares Me a Bit

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THIS is the kind of data and charts I saw in 1996 that started to drive the first Internet bubble! Doesn’t it look familiar? I think WorldCom back in the day published these kinds of charts.

Internet traffic as proxy for success.

Three billion users.

Smaller and smaller stuff to use.

I am a believer. These numbers might even be conservative but I am hopeful I don’t see them again and again and again as justification of an investment thesis or as a starting point in presentations at conferences. Stated as truth and fact!

Today I heard from someone I respect very much that he thought there would be 5 billion literate human beings on the planet and that 1 billion of them would learn how to read their first words on a tablet a la the iPad in less than 10 years! Mind numbing…

Happy Anniversary Apple Store

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Ten years ago.

The first store in the 300 store chain opened here in Tysons Corner, Virginia.

I remember walking in that first weekend pre-iPod and pre-iPad thinking “really – will this work?”

Wow – was I wrong! And now I go to the Apple Store in Tysons or in Georgetown or Bethesda with regularity.

Here is a demo of the store from May of 2001 with Steve Jobs. An amazing run!