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Wrong. Hardware provider => platform provider => application provider. This is the hierarchy of the cloud-era Internet. Think AWS => Engine Yard Cloud => Zende

by risotto 16y ago

Wrong. Hardware provider => platform provider => application provider. This is the hierarchy of the cloud-era Internet. Think AWS => Engine Yard Cloud => Zendesk. Hardware is becoming a utility. AWS is billed exactly like electricity: pay for what you use, use it however you see fit. Platforms follow this model too, with a healthy markup. Apps are what really matter, and what drive value from a platform and hardware. Money comes from customers paying for apps.

Qz 16y ago
Maybe my comment was a bit ambiguous. These days 'App' can cover a wide variety of concepts. I'm referring to the 'App' focus of things like the iPhone and the iPod (bite size, one-off programs), not 'Web Apps' (which are more like services).