Tag Archives: AAPL

Early iPhone Rumours

[The Lar.me/2ke link originally pointed to Mike Davidson’s 2005 piece. More explanations here.]

[Update, a bit later… Added some thoughts, links, and tags…]

While listening to the Critical Path podcast on 5by5 with Asymco’s Horace Dediu, I got stuck on Dediu’s comment that there weren’t iPhone rumours when Google acquired Android. After a quick search, I ended up on this 2005 piece by Mike Davidson (written eight months before the Google purchase), so I tweeted to @Asymco with a link to Davidson’s post. Several people, including Dediu himself, tell me that this wouldn’t qualify as a rumour (though my own definition of rumour probably differs from theirs). Still, I’ve received some comments about how insightful this piece was. It was partly based on a November 2004 piece by Russell Beattie, which was itself a partial reaction to a short Ross Mayfield post about a “WiFi iPod”. In comments on Davidson’s piece, Ste Grainer mentioned a Robert X. Cringely piece about a Mac Media Centre.

I later found a NYT piece from 2002 which contained an actual rumour about the “iPhone”, including the name:

industry analysts see evidence that Apple is contemplating what inside the company is being called an ”iPhone.”

This, I think, would qualify as a rumour in most people’s definitions, though it didn’t include “leaked prototypes”.

But back to this Davidson piece, which might have been more insightful than the NYT’s one or even Beattie’s…

In hindsight, Davidson’s piece was both prescient of what would actually happen and telling in what didn’t happen. He talked about satellite radio, Plays for Sure, and WiMAX none of which panned out as planned. Also, Davidson surmised some things about Apple’s “content play” which were both less ambitious and more impactful (on Apple’s bottomline) than what actually happened. Apple’s 2007 move against DRM might have been surprising to the 2005 Davidson. And it’s funny to think back to an era when high prices for flash storage made it prohibitive to build a mobile device… ;-)

Basically, though, Davidson was speculating about an integrated device which would replace several devices at once:

It won’t be long before the cell phone is your camera, your music player, your organizer, your portable web client, your remote control, and your digital wallet

[We could argue about Android’s NFC play being closer to the digital wallet ideal than Apple’s passbook. The other parts are closer to a Treo anyway…]

In the abstract at least (and in Steve Jobs’s way of describing it), the iPhone has been this integrated communicating device about which people had been talking for years. So, kudos to Mike Davidson for predicting this a while in advance. He was neither the first nor the last, but he painted an interesting portrait.

Now, there are other parts to this story, I think. Given the fact that work on what would become iOS devices (iPad first, we’re told) hadn’t begun when Charles Wolf told the New York Times about a device called “iPhone” internally at Apple, I get the impression that the rumours predated much of the actual development work leading to the device. Speculation happened later still. It seems to relate to a number of things demonstrated by STS generally and SCOT specifically. Namely that technological development is embedded in a broader social process.

I also find interesting some side notions in all of these pieces. For instance, ideas about the impact the device might have on people’s usage. Or the fact that the move from the Treo to the iPhone ends up being quite significant, in retrospect. Even Davidson’s points about headphones and retail stores seem to relate to current things. So does the existence of the iPod touch and Apple TV in Apple’s lineup, addressing Mayfield and Cringely, respectively.

I also end up reflecting upon the shift from the “digital hub” strategy (peaking around 2007 or so) to the one revealed with iCloud, “Back to the Mac” and, yes, even Apple Maps. Dediu devotes much time to his mentor Clay Christensen’s notion of “disruptive innovation” and spent part of this latest Critcal Path episode talking about the risks behind Apple not being disruptive enough.

All of this makes me think…

Not that I have a very clear idea of what might happen but, recently, I’ve been thinking about the broader picture. Including the Maps kerfuffle. The importance of social disruption. Apple’s financial state and market presence. The so-called “Post-PC” era in relation to other “post-” notions (post-industrialism, post-colonialism, post-nationalism, post-modernism…). The boring nature of the Google/Apple conflict. The recent financial crisis. The tech world’s emphasis on Apple. The future of academia and education. The iconicity of Steve Jobs…

As Mike Wesch has been saying:

We’ll need to rethink a few things…