Asymco One https://xitter.cf/t.co/Kx5CoqTRP7
Joined February 2010
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Horace Dediu retweeted
1/ Last month I told a room of Baltic intelligence officers and diplomats that Donald Trump is an asset of Russian intelligence. Not one of them blinked. "Of course," they said. Ho hum. But in America, saying it out loud is still taboo. Why? 🧵
KeyBanc Capital Markets analyst Brandon Nispel: Apple raises iPhone Duo shipment target 44% on strong preorders, is looking to increase iPhone Duo supply by >40%, from ~10M to ~14M units for the first 12-month period.
Apple has asked its suppliers to accelerate production and increase orders by 30% to meet strong demand,
Initial estimates for iPhone Duo shipments this year were about 6m units. But shipment volume has now increased to between 8 million and 10 million units, with shipments expected to reach 33 million units by 2027.
Horace Dediu retweeted
theres a hidden fully functional ipod as a 404 page on apple music music.apple.com/us/jfdsalkfa…
Apple has overtaken Nvidia to become the most valuable company in the world by market capitalization.
Horace Dediu retweeted
Netflix hit a peak market cap of $569B in June 2025. It’s now down ~50% to $288B while YouTube has completely run away with user viewing time.
Over 100 cataract surgeries using Vision Pro! lnkd.in/p/ebEuHs3Q
“Apple needs more shots on goal to move the needle on a $480B revenue base and increase a massive 2.5B+ unit installed base that needs to seed Services growth”. Umm. Ok. Maybe put more wood behind arrows? Can we circle back on that?
Horace Dediu retweeted
🚨 Elon Musk has finally complied with the demands and provided the list of shareholders of X Holding Corp who helped purchase Twitter. And who do you think turned out to be investors in the X platform, besides Islamists and Trump's lobby? That's right, Petr Aven and Vadim Moshkovich. Now it is absolutely obvious where Musk's love for Russia comes from. 🙄‼️
Let me remind you who Aven and Moshkovich are.
Petr Aven is a Russian billionaire and founder of Alfa Group, which is one of Putin's main financial backers. This man is completely controlled by the Kremlin. Aven is one of Putin's oldest friends. In fact, without Petr's intervention, Putin would have ended up in prison instead of becoming president. After all, Aven covered for Vladimir Putin in 1992, when Putin organized illegal trading in export licenses. Aven also attended a meeting with Putin on February 24, 2022, marking the beginning of the invasion of Ukraine.
‼️ Vadim Moshkovich is a sanctioned Russian agricultural billionaire who was a member of the Federation Council of the Federal Assembly of the Russian Federation. In other words, he officially belonged to Putin's innermost circle. Moshkovich owns Rusagro, Russia's largest agricultural holding company. ‼️
Another interesting figure is Al-Waleed bin Talal Al Saud, who appears on the list of investors no fewer than three times, both personally and through his company, Kingdom Holding Company. This man continues his investment business in Russia and privately supports Hamas in its war against Israel. In his investments in Russia, he regularly cooperates with Rosneft, Lukoil, and Gazprom.
✅ Everyone was wondering how it was possible that Twitter (X) shares were falling, advertisers were terminating contracts, and nobody was doing anything. After all, this was causing direct financial damage to investors.
But everyone overlooked the fact that the investors did not care about profits. They needed the platform to promote their narratives, such as supporting Putin and Russia, lobbying for a freeze of the war in Ukraine, pushing Ukraine-related issues out of the top news stories, justifying Hamas's activities, and so on. 😳
Horace Dediu retweeted
Aspiring European competitor to Starlink, Eutelsat, soars on the news of U.S. throttling access for Ukraine. Investors expect European defense billions to be diverted from U.S. companies, and SpaceX in particular.
AI chose to apply for a job as a taxi driver where there are more workers than jobs. It did not apply to be a truck driver where >10% of jobs are unfilled. AI does not seem so smart.
You can ask an AI how many traffic lights are in use worldwide but you can’t ask any one of those lights to act intelligently.
Horace Dediu retweeted
I pointed out this apparent paradox years ago, and it becomes even more apparent as midterms loom. A populist doing something so unpopular, yet also so unprincipled and damaging to national interests, must have very powerful motivations.
Horace Dediu retweeted
Following Ukrainian strikes on Russian data centers:
Tucker Carlson's views dropped 71%
Douglas Macgregor's views dropped 62%
TCN views dropped 34%
Horace Dediu retweeted
China domestic car market could fall as much as the size of Japan’s total market.
"#China's domestic car sales extended their decline for a 12th successive month, while exports remained a key growth driver as automakers looked overseas to cushion the impact of a sluggish home market.
Passenger vehicle sales ⬇️28.1% from a year earlier, worsening from a 23.7% decline in August, data from the China Passenger Car Assn showed Monday"
reuters.com/business/china-h…
Horace Dediu retweeted
Reddit data show a massive decline in activity on some subs since the attack on Russian data centres. The Irish politics sub was down as much as 80% from one center.
Horace Dediu retweeted
The Citroën 2CV is back as a low-priced, electric hatchback.
The new 2CV is smaller than the original, with plenty of retro design cues and colorful materials.
While this 2CV is just a concept, Citroën aims to have the production car ready by 2028.
