Zal Bilamoria (a16z) compares Apple's past market entry in China using the iPhone 5C to its current strategy with the larger iPhone 6 Plus.
Opinion
Bilimoria: Apple HomeKit is currently a complete head fake
“Apple's HomeKit, and that almost seems like a complete head fake. I mean, if you actually go to their website, it's actually just a developer landing page with a couple of coming soon notifications”
Opinion
Bilamoria: Apple Pay and NFC are bridging vitamins, not painkillers
“So, one can kind of think about Apple Pay, NFC, you know, this idea of facilitating offline commerce, you know, brick and mortar commerce, as a bridging solution until kind of, you know, maybe 10, 20, 30 years from now, when, like, everyone's got mobile apps a…”
Assertion Contradicted
Bilimoria: Game consoles drive over 60% of Netflix streaming hours
“I think more than 60% of streaming hours on Netflix are coming from the major game consoles.”
Opinion
Bilimoria: IoT market remains stuck in the trough of disillusionment
“If you think about the Gartner hype cycle, I think we're probably still in the trough of disillusionment. We're still crossing the chasm, so to speak, in terms of getting into the early majority of actually where are we going to get The real kind of, ah, major…”
Assertion Not checkable as stated
Bilimoria: Streaming hours was the metric most correlated with Netflix retention
“There was two metrics at Netflix that every product manager was geared toward. It's subscriber retention and streaming hours. The most highly correlated variable to subscriber attention was streaming hours, right?”
Assertion Partly supported
Bilimoria: Netflix spent over $100M for two seasons of House of Cards
“The hits are really starting to drive, I think, Netflix's business, which is why they realized that, They can spend a hundred million dollars to actually fund a total of 26 episodes across two seasons for House of Cards. Actually, it's probably much more than …”