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Yet Apple doesn't make the boards themselves. Would them doing that be more efficient vs what they do now? How do you draw the line? Where does your theoreti
by bcrosby95 6y ago
Yet Apple doesn't make the boards themselves. Would them doing that be more efficient vs what they do now? How do you draw the line? Where does your theoretical "stack" start and stop?
I think this is all just a big bag of hindsight bias. If the "winner" does something different then people attribute winning to that thing. Reality tends to be more complex.
- scarface74 6y agoHypothetically, say Microsoft and Apple both announced that they planned to move from x86 to ARM on the same day, knowing nothing else, who would you have bet would be more successful?
- zepto 6y ago> Would them doing that be more efficient vs what they do now? In the end, probably yes. They did do this for a while but this wasn’t competitive with having the work done in China. Apple exerts a lot of control over how that work is done. They don’t just send out a design and get boards back - they embed engineers and management in places like Foxconn and in fact control the process. > How do you draw the line? Where does your theoretical "stack" start and stop? See above. Basically whenever something is not literally a commodity, Apple steadily builds expertise and control. Look at how they have done this with screen technology for example. Their partner companies build parts dedicated to Apple. Even if there is another corporate partner involved for geopolitical reasons, there is still vertical integration.