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Rather, they're in a somewhat precarious position. Almost all of their revenue is from phones and the services that are tied to those phones, which perform bet
by dlcarrier 3mo ago
Rather, they're in a somewhat precarious position. Almost all of their revenue is from phones and the services that are tied to those phones, which perform better as a lifestyle product than a productivity product. They are in a position where either a market change in what kind of hardware we use to communicate or a stylistic change in lifestyles people wish to portray could collapse their revenue.
For an excellent view on how established players miss market changes, check out The Innovator's Dilemma, by Clayton Christensen.
- Taikhoom2010 3mo agoDisagree; regardless of the hardware change, Apple will release its take, and people will continue to use it. I write about the dynamic of a double-sided lock-in here: https://taikhooms.substack.com/p/apple-has-the-lowest-disruption-risk?r=2pgab7 https://taikhooms.substack.com/p/apple-has-the-lowest-disrup... Definitely love Clayton's work though, happy to connect - so.taikhoomcb@gmail.com