The Macbook Air and Apple’s entry in the movie rental business where the big items of this keynote. The thin laptop is great, but I think that the movie rental is a much bigger deal for Apple, in the long term.
Apple stepped in (yet) another business, and while everyone talks about convergence, they actually cash-in by fixing the Apple TV – at least, this is what seems (we have not tested it yet). Being able to rent a movie without the wait time caused by mailing the disc is certainly powerful -the Vudu box proved it- and if there’s something that customers would pay for, it’s convenience.
As more than ever, electronics is driven by consumers and the creation of added-value will shift from the back-end (hardware) to the front-end (user-interface/software). Some companies can’t write software or build hardware to save their lives, so mastering both aspects will provide Apple with an edge that competitors will have a hard time to match.
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