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by adventured 1047 days ago
> Microsoft has and will always try to control the entirety of the stack

> from hardware to servers to operating systems to applications, in a way that would make any Apple exec salivate thinking about vertical integration

Apple has the world's most valuable integrated stack. At scale nobody integrates more tightly or better than Apple, and nobody makes more money from that tight integration. It's the foundation of their entire business and has been for a long time.

That's a pretty bizarre premise to suggest Apple is lacking in the integrated approach. That's exactly what they do, very aggressively. Imagine Microsoft building their own processors and then Windows only running on those. You have the integrated salivation inverted, it's the other way around - Microsoft execs can only dream of the business gain they could have if they actually had Apple's level of ownership (over its ecosystem) but over everything Windows touches.

Microsoft doesn't even have a play in mobile OS / mobile app stores. Whereas Apple is one of the duopolists in that critical segment.

2 comments

I think you may have missed the point here.

You could start your computer, then your browser, then visit a few websites, and never interact with any product not owned by Microsoft, minus perhaps routers and switches. Your traffic could even be routed through some of the undersea cables owned by them, to ad networks ran in their massive cloud.

> Imagine Microsoft building their own processors and then Windows only running on those.

I’m old enough to remember the amount of leverage Microsoft has with the entirety of the x86 platform, e.g. [0]

Microsoft does not need a proprietary hardware platform, although the hasn’t stopped them from trying to lock other OS out (see TPM).

[0] https://en.wikipedia.org/wiki/United_States_v._Microsoft_Cor....

Apple's vertical integration really ends at the cloud. There's iCloud, but that's a small offering. Microsoft has Azure, which extends their vertical integration in a direction Apple doesn't even try for.
iCloud is not even a cloud, just a set of services running mostly on GCP.