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> Peloton is also iffy as far these five factors go, but then again, so is Apple: software-differentiated hardware is in many respects its own category. Do you
by NickNaraghi 7y ago
> Peloton is also iffy as far these five factors go, but then again, so is Apple: software-differentiated hardware is in many respects its own category.
Do you think your example fits into the author's definition of "software-differentiated hardware"?
- 6gvONxR4sf7o 7y agoSo do wifi connected microwaves and refrigerators. But when you open the door to that, or more generally "technologically differentiated hardware," you're essentially talking about anybody. Fancy lightbulbs, for example. Or hook them up to wifi and now they're software differentiated, if 'technologically differentiated hardware' is a step too far. I read it as the author saying "oh by the way these other companies that don't fit are their own (massive) category, not counterexamples to the criteria I've laid out."