iPhone 5c & 5s Sales numbers
I’m going to be keenly interested to hear the iPhone 5s versus 5c sales numbers, whenever Apple discloses them. Having played around with both at the Apple Store over the weekend, I found myself pretty convinced that the 5c is the one that will appeal to the widest part of the market. It feels much more approachable, much less precious, and just well put together all around.
The 5s, by contrast, like the 5 before it, has always felt fragile to me — or rather, that it + my natural clumsiness was going to eventually mean that it would slip out of my hand and dent or shatter. Which, for the record, is more or less true. The innards of the 5s are, very obviously, incredible — I was looking back at how shocked I was by the performance of the 5. The processor, plus LTE, made it feel like the first legitimate computer replacement. (Obviously some issues with input, but for most purposes, quite a capable replacement.) And the 5s just feels a lot, lot snappier. Amazing job. And that’s without considering the camera improvements, which would be worth the upgrade for us parents anyway — you can’t get the years back, and you can’t add sensor data years from now when you’re looking back fondly — or the obviously game changing M7.
So it’s obvious that the high end of the market for Apple folks will be dominated by the 5s. But as I said above, I thought the 5c was the obviously appealing mass market phone.
At the couple of stores that I went to over the weekend, though, the overwhelming demand was for the 5s. That could be a reflection of living in the Bay Area. It could be a reflection of early adopters wanting the higher end (I think this is probably the biggest reason). It could be a reflection of consumers wanting the thing that’s most supply constrained.
For whatever it’s worth, if I could have bought a 5c body with 5s innards, that would have been my preference. It’s a really nice feeling phone.
Who knows. My guess is that over time we’ll see the 5c start to overtake the 5s in terms of unit volume across the board. But I’ll be very very interested to see the real numbers.
So, so, so shortsighted. So fundamentally damaging.
Behind the Investment with Al Lieb, co-founder & CEO of ClearSlide & John Lilly
Here’s an interview we did with Al Lieb and me — goes through a bunch of how we work together. I led our investment in ClearSlide 2 years ago, in my first 6 months at Greylock, and am incredibly happy to be involved. We’re building something pretty special there, and it’s a credit to Al & Jim and how they’ve thought about building the team and the culture.
“Being a ‘natural CEO’ is a funny, intangible asset, but you can’t overstate how important that is. Having a CEO where everybody wants the CEO to win is so important. There are so many companies that are started or run by people who are not very likable people, and you don’t really want them to win.” – John Lilly
“He [John] really cares about ClearSlide and that heart and passion shows through in his relationship with us. Some VCs will smile when they talk to you, but it’s not genuine. You can tell John really cares about us and this comes through in a lot of ways — including when he has to deliver tough messages.” – Al Lieb
Welcome to the first in our Behind The Investment (BTI) series – a series of candid interviews with founders and partners.
In our first BTI, we interview Greylock Partner, John Lilly and ClearSlide co-founder and CEO, Al Lieb, across a range of topics to get a better sense of how they met, decided to work together and how their relationship has developed. One theme that they kept coming back to over and over during their session was that of team: recruiting, growing, and building the right culture for success.
Read on below for some excerpts from the conversation.