[vasaulys]

I think the bigger idea is to think outside the box. Apple has stacks of cash to experiment with. This is precisely the sort of thinking it should take into consideration, spending big on wild ideas to see what works.

Perhaps the _exact_ idea he mentions isn't solid, but the spirit of it is true.

[Keyframe]

That's a valid viewpoint and a valid idea, especially considering Apple's history. I don't think that's what author meant though. He's straight-up proposing vertical integration. That's not vague direction, that's a concrete proposal of direction. Doesn't matter which segment of business.