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What are the conditions that should be fulfilled for you to see that there's competition in the market? For me, it's the existence of a player that can squeeze

What are the conditions that should be fulfilled for you to see that there's competition in the market? For me, it's the existence of a player that can squeeze the margin for others. With only seller giving people access to iMessage and app store, I don't see this condition fulfilled. Even if there is a well made phone that offers better utility for half the price, most users would just wait for iPhone to catch up rather than switch. I don't want to draw very bad comparisons: but this is very similar to the AWS lock-in with egress, except instead of data, you have iMessage and apps you've already bought..

conductr 5y ago
> For me, it's the existence of a player that can squeeze the margin for others. So you’re segmenting luxury phone market and saying Apple has no competition in that space except Samsung and others have tried for years to make luxury phones. iPhone users do not want them and it’s primarily due to preference. They don’t want to have to learn another os, they don’t like the look/feel, they don’t get a test drive option, etc. I just believe that’s their personal risk assessment that Apple benefits from but it’s not lock in because I just don’t think people really give a shit about iMessage that much. I have to believe the true perfect competitor you want them to have will have an acceptable solution as well.
- mohanmcgeek 5y ago
  Drawing this reasoning to AWS: People don't want to move away from AWS because they like AWS/don't want to train their engineers and not primarily because moving data out from AWS is going to bankrupt them? Surely former reasons are valid and those people do exist.. but anecdotally most companies that I know are the latter. Maybe most iPhone users would stick with iPhone even if there's no lock in, but we don't know that because there is a lock in.

conductr 5y ago

> For me, it's the existence of a player that can squeeze the margin for others. So you’re segmenting luxury phone market and saying Apple has no competition in that space except Samsung and others have tried for years to make luxury phones. iPhone users do not want them and it’s primarily due to preference. They don’t want to have to learn another os, they don’t like the look/feel, they don’t get a test drive option, etc. I just believe that’s their personal risk assessment that Apple benefits from but it’s not lock in because I just don’t think people really give a shit about iMessage that much. I have to believe the true perfect competitor you want them to have will have an acceptable solution as well.

mohanmcgeek 5y ago
Drawing this reasoning to AWS: People don't want to move away from AWS because they like AWS/don't want to train their engineers and not primarily because moving data out from AWS is going to bankrupt them? Surely former reasons are valid and those people do exist.. but anecdotally most companies that I know are the latter. Maybe most iPhone users would stick with iPhone even if there's no lock in, but we don't know that because there is a lock in.