>Regarding stickiness. Apple introduced the following: I don't think any of those things are all that sticky. I think it's more about leveraging their client

>Regarding stickiness. Apple introduced the following: I don't think any of those things are all that sticky. I think it's more about leveraging their client base to push into what are essentially commodity industries. Like the credit card. Apple's offering is more or less the same as everyone else's. They will still get some % of iPhone users because it's the most convenient option. Even a few % translates into millions of users and 10s-100s of millions of annual profit. Amazon is a few years ahead of Apple in doing the same thing. They have a gigantic second mover advantage in any sort of app or online service. Whatever they make can be the default option and they have a built in 30/15% price advantage from the app store fees. >I left off TV: I’m not sure how it adds to stickiness I think this is the best example to illustrate my point. Video streaming is not really a commodity. It's a balkanized landscape of minor fiefdoms controlling content. There's a handful of big movie studios, a bunch of TV producers, all of the different sports league, and other live events. It's not like music where Apple can produce a Spotify competitor with relatively little effort. Competing with Netflix means producing originals and doing a better job of buying content. It's much much harder.