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by themerone 1093 days ago
In the 15 years between the iPhone and Vision, all major Apple innovation has been limited to scaling their cash cow iPhone to tablet and desktop form factors.

The Apple business model is near impossible to replicate, but it is proof that it is possible to ride a cash cow indefinitely.

2 comments

Yeah, it's certainly possible. In Apple's case, I think their advantage is they are ultimately a hardware company. When I was doing work for them, there was definitely an understanding that hardware along with macOS and iOS came first, and everything else was side dressing, more or less. They also focused on interoperability and long-term viability of their features and products. In contrast, while The Google does have hardware products, they are in no way as prolific as Apple's. Rather, they've focused on software products that not only were built with the explicit mindset of competing with other companies, but competed with their very own products. Apple isn't a perfect company, but their modus operandi is evidently far more stable long term as a cash cow corporation than The Google. Outside a narrow window of products, it's completely unclear whether The Google's services as a whole provide enough value that they can continue to eat themselves by their own tail.

> indefinitely

Right. Indefinitely, just not infinitely. We've yet to see a company like Apple remain on top for hundreds of years.

15a != Infinity