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> The Quest uses an Android based operating system and a lot of off the shelf components. > We've seen this story before and it hasn't ended well for the folks

by baby 3y ago

> The Quest uses an Android based operating system and a lot of off the shelf components. > We've seen this story before and it hasn't ended well for the folks in Mark's position. market share of android vs iOS in 2023: > Android 71.63 > iOS 27.71

bhouston 3y ago
“Thanks to its high average selling price and its healthy profit margins, Apple captured 50 percent of global smartphone revenues and more than 80 percent of the industry's profits in the first three months of 2023” https://www.statista.com/chart/29925/apples-share-of-the-global-smartphone-market/ https://www.statista.com/chart/29925/apples-share-of-the-glo... Apple is amazing at business. Hands down they are a phenomenal business. Destroying all other smartphone makers hands down.
- baby 3y ago
  Isn't this kind of the same as saying that LVMH is such a better company than Uniqlo? LVMH makes so much more money, but is it something I'm personally interested in or want to buy? That's a different question.
  - bhouston 3y ago
    > Isn't this kind of the same as saying that LVMH is such a better company than Uniqlo? Objectively from the perspective of capitalism, LVHM is a better business if it makes more money. That doesn't mean you have to like LVHM products more than Uniqlo. That is personal preference and different from a business perspective.
throw9away6 3y ago
Yeah but unit sold doesn’t matter much when apples units sell for 700 and android ones for 150
- shard 3y ago
  It matters when, in a world with only Apple, most of the world would still be using feature phones.
  - throw9away6 3y ago
    Might be true for world progress but for company profit and market share… well results speak for themselves
isoprophlex 3y ago
71.63%, but made up of an inordinate amount of outright cheap and/or high volume/low margin shitphones that last 1-1.5 years before self-destructing under the burden of their own pre-loaded bloat and adware. That's not business, that's a struggle for survival.
- shard 3y ago
  The billions of people in poorer countries are able to have access to the world's knowledge due to smart phones are better served by those cheap smartphone than something they can never afford.
- baby 3y ago
  You live in a bubble where everyone around you can afford expensive smartphones

by baby 3y ago

bhouston 3y ago

“Thanks to its high average selling price and its healthy profit margins, Apple captured 50 percent of global smartphone revenues and more than 80 percent of the industry's profits in the first three months of 2023” https://www.statista.com/chart/29925/apples-share-of-the-global-smartphone-market/ https://www.statista.com/chart/29925/apples-share-of-the-glo... Apple is amazing at business. Hands down they are a phenomenal business. Destroying all other smartphone makers hands down.

baby 3y ago
Isn't this kind of the same as saying that LVMH is such a better company than Uniqlo? LVMH makes so much more money, but is it something I'm personally interested in or want to buy? That's a different question.
- bhouston 3y ago
  > Isn't this kind of the same as saying that LVMH is such a better company than Uniqlo? Objectively from the perspective of capitalism, LVHM is a better business if it makes more money. That doesn't mean you have to like LVHM products more than Uniqlo. That is personal preference and different from a business perspective.

throw9away6 3y ago

Yeah but unit sold doesn’t matter much when apples units sell for 700 and android ones for 150

shard 3y ago
It matters when, in a world with only Apple, most of the world would still be using feature phones.
- throw9away6 3y ago
  Might be true for world progress but for company profit and market share… well results speak for themselves

isoprophlex 3y ago

71.63%, but made up of an inordinate amount of outright cheap and/or high volume/low margin shitphones that last 1-1.5 years before self-destructing under the burden of their own pre-loaded bloat and adware. That's not business, that's a struggle for survival.

shard 3y ago
The billions of people in poorer countries are able to have access to the world's knowledge due to smart phones are better served by those cheap smartphone than something they can never afford.
baby 3y ago
You live in a bubble where everyone around you can afford expensive smartphones