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You made some big claims that network effects should be hurting iOS already, when its obvious opposite is still true (iOS is a healthier ecosystem than Android
by cageface 13y ago
You made some big claims that network effects should be hurting iOS already, when its obvious opposite is still true (iOS is a healthier ecosystem than Android in spite of its lower marketshare).
I've made no such claim. My claim is that the network effects which have previously helped Apple (iTunes, iCloud, iMessage, exclusive apps etc) depend on a non-niche market share and inter-product synergy. They're approaching a dangerous tipping point here, IMO. How many iPhone users no longer sync to iTunes, for example?
It is not obvious that Apple could win, or even survive, by going after the low end, or by being more general. Apple is great as a premium brand, but as a shoddy value brand like Samsung?
They've done nothing but lose ground since Jobs died. The time to try alternative strategies is now. Plus, there's a lot of livable room between a premium brand and junk brand. Apple can continue to charge a premium over Android, IMO, but not the extreme premium they've enjoyed since 2007.
How many iOS users even bother with iMessage? Just install WeChat and forget about it.
Apple should care about this because it's one fewer thing keeping people from easily switching to another brand. More and more the apps people care about are available on other platforms and that shifts the debate to cost and/or other features like screen size, stylus support etc.