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Apple has shown they are not afraid to build products that are 100% services (TV+, Music, etc). Just because a product is delivered as a service doesn't mean th

Apple has shown they are not afraid to build products that are 100% services (TV+, Music, etc). Just because a product is delivered as a service doesn't mean the correct strategy is to spray it everywhere. It's not a matter of seeing past the walled garden. So long as there is a roadmap for deep platform integrations (identity, payments, AR, GPU, etc) and the desire for those integrations to be 100% available to _anyone_ with a blue bubble, the service will not leave Apple. IMO, it's about protecting the path of innovation while keeping a key feature (compatibility across all users) in play. Available is key because feature adoption spreads virally. Nobody wants to see someone do something in iMessage and then learn they can't do it.

tw04 7y ago
You sound like you're reading from the RIM playbook circa 2004. It's not a matter of IF, it's a matter of WHEN the product that kills them shows up. The only reason that Facebook hasn't already supplanted them is their horrendous record on security - eventually a player without that track record will come along and eat their lunch. Facebook messenger became "good enough" just about at the exact time the Cambridge Analytica scandal happened - at which point even the non-nerds started deleting their accounts and abandoning their messaging platform.
- simonh 7y ago
  I think the mistake you’re making is thinking Apple cares about messaging. They don’t. They care about the iOS platform. Messages gives them a competitive advantage in that sector. Yes a competing messaging service might surpass it, in fact this has already happened in China with WeChat. This goes some way to level of the playing field with Android over there. But putting Messages on Android would level the playing field as well. It might give them the dominant messaging platform, at least outside a China, but so what? There’s no reason for them to care about that. They’re not Facebook.
  - enos_feedler 7y ago
    I think if Apple didn't care about messaging they would just kill their investment and let SMS and 3P apps do the job. They wouldn't just throw money away to make something they didn't care about.
    - simonh 7y ago
      Please read my fourth sentence again. Messages cant give them a competitive advantage on their platform if it's on competing platforms.
- enos_feedler 7y ago
  No product is going to come around and kill iMessage because it isn't zero sum. iMessage has a guaranteed priority slot in the OS because Apple owns it. As an Apple user, I prefer iMessage over every other messaging platform. It is just more fun and has better expression. Period. It's too bad I can't iMessage everyone, but hey, I can iMessage lots of people. Don't think that will _ever_ go away.
- epicide 7y ago
  > eventually a player without that track record will come along and eat their lunch. And that player will need to be in the App Store, follow Apple's policies, and give them a cut of any IAPs. Either way, Apple wins. iMessage just needs to have a better reputation than the built-in messenger for other platforms. It does _not_ need to beat all other messengers.

tw04 7y ago

You sound like you're reading from the RIM playbook circa 2004. It's not a matter of IF, it's a matter of WHEN the product that kills them shows up. The only reason that Facebook hasn't already supplanted them is their horrendous record on security - eventually a player without that track record will come along and eat their lunch. Facebook messenger became "good enough" just about at the exact time the Cambridge Analytica scandal happened - at which point even the non-nerds started deleting their accounts and abandoning their messaging platform.

simonh 7y ago
I think the mistake you’re making is thinking Apple cares about messaging. They don’t. They care about the iOS platform. Messages gives them a competitive advantage in that sector. Yes a competing messaging service might surpass it, in fact this has already happened in China with WeChat. This goes some way to level of the playing field with Android over there. But putting Messages on Android would level the playing field as well. It might give them the dominant messaging platform, at least outside a China, but so what? There’s no reason for them to care about that. They’re not Facebook.
- enos_feedler 7y ago
  I think if Apple didn't care about messaging they would just kill their investment and let SMS and 3P apps do the job. They wouldn't just throw money away to make something they didn't care about.
  - simonh 7y ago
    Please read my fourth sentence again. Messages cant give them a competitive advantage on their platform if it's on competing platforms.
enos_feedler 7y ago
No product is going to come around and kill iMessage because it isn't zero sum. iMessage has a guaranteed priority slot in the OS because Apple owns it. As an Apple user, I prefer iMessage over every other messaging platform. It is just more fun and has better expression. Period. It's too bad I can't iMessage everyone, but hey, I can iMessage lots of people. Don't think that will _ever_ go away.
epicide 7y ago
> eventually a player without that track record will come along and eat their lunch. And that player will need to be in the App Store, follow Apple's policies, and give them a cut of any IAPs. Either way, Apple wins. iMessage just needs to have a better reputation than the built-in messenger for other platforms. It does _not_ need to beat all other messengers.