Monday, February 22, 2010


A few thoughts:
  • The positioning of the device between a mobile/smartphone and PC, and better at music, video, web,... are key to explaining its intended usage. Thinking of it as a bigger version of iPhone/iPod Touch is too simplifying. The experience of a larger touch screen in reading and watching video is enormous. That said, it still feels primarily like a "media consumption" device. The creation parts will depend on well developed custom apps like iWork.
  • The iPad keynote did not show a more than a few seconds of editing or typing. For a lot of potential users, the iPad is likely to replace their notepad/folio where they take meeting notes, jot down thoughts, make lists etc. So ability type fast and comfortably will be key. And the true test for this will come during the in-store tests. I know a few people who are aching to do so!
  • Women, large man purse carriers and those with messenger bags will love the ability to whip it out and quickly look up something (what time's my flight, check a map, read a document or book...). Ofcourse, you can do all of this with an iPhone/iPod Touch, its just better now.
  • Apple should really think a way to physically secure it to the owner. If not a Kensington slot, something else to attach a lanyard (or Velcro strap) that can be wrapped around the wrist or tied somewhere (don't know if you want to hang 1.5 lbs from your neck). I am always paranoid about dropping my iPhone or having it swiped away in crowed places. Same will happen with the iPad. Imagine dropping your sleek $800 iPad on a pavement.
Other thoughts:
  • If the iPad were a little smaller in XY size you could almost wear it on one hand's palm with a strap and use it with the other hand! The first commercial wearable computer.
  • Industry specific usage, like healthcare, sales, insurance, and any mobile work environment, is going to be enormous. And, when can I get this integrated into my car's entertainment console?

Tuesday, February 2, 2010

A Look Under the Hood of Tesla Motors

Re: A Look Under the Hood of Tesla Motors

I remember when the Tesla was first unveiled in 2006, I ran (drove) to the Petersen Museum to see a prototype in person, and it was gorgeous.

Regarding the NYTimes blogpost, Tesla does not have other income sources it is much more committed to creating and selling electric cars sooner than the big companies which can take their time to do so. It is a matter of survival for Tesla. Ultimately their success will depend on their (and partners') ability to make the technology leaps and their management ability.

As such the giants also have learned to deal with such disruptive innovation by creating launching new vehicles (BMW MiniE, Nissan Leaf...), but not separate groups/divisions/companies that deal with all electrics while being aligned with the market. And the giants target the mainstream/existing usage market right from outset, while Tesla and others will start with specialty markets (like sports cars, golf carts...) that allow the technology to develop while giving themselves cashflow to survive and establish position (standard disruptive innovation theory you can say).

But it has taken a lot of time for Tesla to sell more of their Roadsters and the giants seem to be catching up a little - but they are still going for the mainstream market where the technology is atleast 3 to 5 years away from being mature for regular usage. The mainstream usage technology may not be ready for a while and it will be interesting to see how long the giants continue their "investment". It may give one of the all electric companies an equal or better chance of beating the existing giants or just vanish!