3 ms·
Apple, Services and Moats
- chmaynard 7y agoFrom the article: "I’m pretty skeptical of the TV Plus project, but that shouldn’t take away from the broader story - that Apple is, mostly, doing things that are entirely natural and correct for this stage of the smartphone S Curve." As an Apple shareholder, Apple TV Plus seems like more of a corporate boondoggle than a serious investment. Giving away anything in very un-Appley but Apple has essentially pegged its initial consumer value at zero. I doubt if many Android users will switch to iPhone solely because of the free subscription to TV Plus, but perhaps some existing Apple customers will decide to upgrade to get it.