1. Exquisite Tweets from @asymco, @KeithJamesMc, @benedictevans

    PreoccupationsCollected by Preoccupations

    New blog post: Beneath contempt: The Apple TV business model asym.co/KbWQ7u

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    asymco

    Horace Dediu

  2. @asymco Doubt very much AppleTV ARPU is $10/month. Many of use-cases are "free" and most users will have payTV options. Guess ARPU c. $5.

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    KeithJamesMc

    Keith McMahon

  3. asymco

    Horace Dediu

  4. @asymco @KeithJamesMc Airplay streaming. I use it for iPlayer and 4OD from iPad all the time and never pay for content.

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    benedictevans

    Benedict Evans

  5. @benedictevans @KeithJamesMc I bet less than 1% of Apple TV owners know that feature exists and 1% of those use it.

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    asymco

    Horace Dediu

  6. @benedictevans @asymco Plus at sub $100 - it falls into the "experimental" not "investment" consumer product. Think 10m base far too high.

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    KeithJamesMc

    Keith McMahon

    @asymco @benedictevans Everyone I know that has one (c. 10) uses airplay and uses iPad/iPhone for selection/discovery. UX AppleTV terrible

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    KeithJamesMc

    Keith McMahon

  7. @KeithJamesMc @benedictevans Cook just said 5.5 million sold in last 18 mo. Product in market for 5 years.

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    asymco

    Horace Dediu