3 ms·
I agree the "sufficiently large" scale argument is probably valid, for both developer attraction and component pricing. But high margins without a monopoly is
by ethbro 10y ago
I agree the "sufficiently large" scale argument is probably valid, for both developer attraction and component pricing.
But high margins without a monopoly is a tough course to chart indefinitely. I think if Apple is still the incredible player it is in another 30 years, it'll probably be because they've integrated cloud accounts + hardware + security to the extent user abandonment of their platform is almost unheard of.
PS: Surprised no one pointed out my incorrect Apple ticker *AAPL