(Also covered in the book) They also assumed, not entirely incorrectly, that they would have a bigger moat outside the Western market due to cost factors and so

(Also covered in the book) They also assumed, not entirely incorrectly, that they would have a bigger moat outside the Western market due to cost factors and so they spent a huge amount of time and money on their international expansion. Cheap Androids eventually ate them there. Plus the patent lawsuit.. and general bloat, infighting and innovator’s dilemma stuff of course.