[olivercameron]

I don't buy it. If Apple creates new users, more often than not they will keep them. I wouldn't count on Instapaper's huge user base (which I'm guessing is mainly the tech crowd) influencing normal, everyday users.

Sherlock beating Watson was a prime example where Apple's execution was somewhat similar (some say worse), but it still killed that product.

[morrow]

I'd argue that apple is largely responsible for android's success - normal, everyday people knew they wanted a touchscreen smartphone only after apple made it possible to own one, but more importantly, made it popular to own one with the iPhone. As long as there is enough of a difference between them to choose one over the other, I think he's right to bet on it being a net-win for him.