2 ms·
It’s interesting to me that the OS market in two separate generations of tech has naturally shaken out to become a duopoly. Desktop computing for decades has b
by pembrook 5y ago
It’s interesting to me that the OS market in two separate generations of tech has naturally shaken out to become a duopoly.
Desktop computing for decades has been just Windows or MacOS (For 98.5% of people, yes I know Linux exists, but quit being cute).
Mobile computing took only a few years to shake down to iOS and Android.
Are OS markets inevitably always going to mature into duopoly? To me this is the core issue here.
Since computing is now the basis of the modern economy, the 3 companies that are in the OS business across desktop and mobile (Microsoft, Apple, Google) are basically the wealthiest companies on earth due to their ability to extract rents from all of computing.
I get that these companies built the market (although you could argue the tech was inevitable, so many teams were working on it in the early days) but once you become one of the winners and most valuable company on earth, extracting 30% rents starts to feel like a drag on future innovation.
It’s also interesting to me that Jobs originally courted John Scully from Pepsi to run Apple way back in the 80s—-what a bizarre choice. Did he know the market would inevitably always be a duopoly like the Cola market, already back then?