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"All parts of our economy were previously based on scarcity. In almost every case, that scarcity has disappeared. The way you win on the internet is to be the starting place where people go - Google, Facebook, these aggregators - or you're highly differentiated and you leverage the fact that you have zero distribution to reach anyone."
Ben Thompson • Platforms, Ecosystems, and Aggregators
Every Company Needs to Put on a Show Like Apple - WSJ
wsj.com
The stakes were enormous. Steve Jobs knew that Apple couldn’t compete with PCs on price and distribution, so instead he’d developed a hardware strategy to cultivate desire through breathtaking design.
Patrick McGee • Apple in China
When the basis of competition changed away from pure processor performance to a low-power system the chip architecture needed to switch from being integrated (Intel) to being modular (ARM), the latter enabling an integrated BlackBerry then, and an integrated iPhone four years later. More broadly, breaking up a formerly integrated system — comm... See more
stratechery.com • Netflix and the Conservation of Attractive Profits - Stratechery by Ben Thompson
Instead of making all the hardware, Apple wants to create the OS for health, and own the critical chokepoint that all players must integrate with in order to get distribution. This feels like a distinctly Tim Cook contribution, a definite break from the past.
Nathan Baschez • Not Found
With pure tech moats dwindling, recognition of how to build a brand that customers trust and connect with on a creative and emotional level will increasingly become a moat.
The same way that Apple’s sleekness, UI, and feel locks people into the Apple ecosystem despite other phones/devices/OS being competitive in certain... See more
Zach Gronfeinx.com