"Tim realized that software was becoming a commodity. He saw the same thing play out earlier with hardware in the IBM era. When something is commoditized, an ad

"Tim realized that software was becoming a commodity. He saw the same thing play out earlier with hardware in the IBM era. When something is commoditized, an adjacent thing becomes valuable. In the IBM era when hardware was commoditized, software became very valuable (and Microsoft won)." I believe that now that software is being commoditized, as is cloud hardware, that a lot of data is now easily captured. So analytics has become valuable. Analytics has not been commoditized yet, and good analytics are still prettify rarified.