Today is the big day. But maybe it was actually yesterday.
MS conference was entertaining, with software updates and hardware announcements. Yes, I do feel like MS became the new Apple. The fact that you are the outsider, the one that has less pressure on success and big hit, lets you step back and work quietly.
We talked about the revenue model of Apple. And some of us were surprised how low are the ipads and the macbooks. Well first of all, this was a revenue split, and not a number of sales. Knowing that in average the ipad is half the price of a macbook, it means that Apple sells 2 ipads for 1 macbook. But more importantly, the model of Apple is focused on services. That is what Apple Pay is about. Can you imagine, a world where Apple takes a margin in every single thing we buy? Yes, Apple is becoming a bank, it's becoming Mastercard, Visa, Paypal, all of them at the same time. They charge 30% on any kind of sales from the appstore, let's say this is normal. But they will get their 0.15% on the nike tee you purchase with apple pay, the frappuccino from starbucks, and your bigmac. This is huge. And if you look at the hardware updates of the last 2 years, Apple worked so hard in bringing the Apple Pay everywhere. The weirdest update to me, was the iphone SE. Apple realized they were still selling some iphones with no NFC, and they created this iphone for only 6 months (cause basically the iphone 5 would be gone after the iphone 6s would coexist with the 6).
This upcoming Macbook is the same thing. Apple certainly made many studies, and realized that we still buy our flight tickets on our laptop, our most expensive furniture, and maybe even our Tesla. So yeah, it's good to get the 0.15% out of that cappuccino, but what if they could get that same % out of more expensive things.
We will have nice videos about the performance, and how the macbook is important to apple. But truth is, they just want to push the fingerprint so that we use apple pay. In a few years, services will represent 30% of their revenue structure. With limited R&D, limited operating costs, and no hardware cost at all.
I guess we will see iMac next year with fingerprints or iris recognition.
Yesterday MS focused on creators. Most of the people loved it. Architects, Designers, are a very small portion of the buyers, but the truth is, we all want to be creators. And opposite to Create is Consumer. The truth is, we are both, consumers and creators. We consume when we read the forum, we create when we participate in the forum. But we want to be creators more than we want to be consumers. Apple is becoming pragmatic, and is pushing easiness in purchasing items, having your favourite websites stored in your cloud, and organizing stuff. MS, on their side, is trying new things.
I got a rmbp in 2013, gave it to my brother and then I got a 15 inch in Dec 2014. I dont need an update the same way some of you do. I will probably wait for Kabylake actually. But if today's macbook is not inspiring and clearly states that apple is going all the way into giving up the Pro section (no Mac pro update? no new monitor?), then I'll be rather waiting for the next Surface book next year...