In a January 2006 interview with Businessweek, [Clayton] Christensen predicted the imminent demise of the iPod:
Q: Can Apple keep it up?
Christensen: I don’t think so.
In a June 2007 interview, again with Businessweek, Christensen reiterated that the iPod was doomed, and further predicted that the iPhone would not be successful:1
... the prediction of the theory would be that Apple won’t succeed with the iPhone.
History speaks pretty loudly on that, that the probability of success is going to be limited.
In a May 2012 episode of the Critical Pathwith Horace Dediu, Christensen again announced his pessimism about the iPhone.
It is this concern that is the primary bear narrative about Apple. But it’s wrong, because the theory of low-end disruption is fundamentally flawed. And Christensen is going to go 0 for 3.
Q: Can Apple keep it up?
Christensen: I don’t think so.
In a June 2007 interview, again with Businessweek, Christensen reiterated that the iPod was doomed, and further predicted that the iPhone would not be successful:1
... the prediction of the theory would be that Apple won’t succeed with the iPhone.
History speaks pretty loudly on that, that the probability of success is going to be limited.
In a May 2012 episode of the Critical Pathwith Horace Dediu, Christensen again announced his pessimism about the iPhone.
It is this concern that is the primary bear narrative about Apple. But it’s wrong, because the theory of low-end disruption is fundamentally flawed. And Christensen is going to go 0 for 3.
