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by microtonal 926 days ago
Of all the moats Apple has, iMessage's "blue bubble" is by far the most arbitrary.

100% I have been an iPhone user since 2009, but for me the most likely reason to go to the competition is not if it gets iMessage (I don't live in the US). The most likely reason is that Apple has become utterly boring when it comes to innovation. I recently purchased an iPhone 15, coming from the iPhone 13, I can honestly not say what has changed or improved besides the camera, the underused dynamic island, and USB-C [1]. And USB-C is nice, but pretty much a letdown because they capped it to USB 2 for market segmentation and it still has excruciatingly slow charging. At least on the Android side, for better or worse, interesting stuff is happening: from Fairphone's phone that is repairable with a single screwdriver, foldables (finally a phone that is small and big), Samsung S-Pen, to Nothing's slightly whimsical back LEDs. Also, pretty much every phone above 300 Euro has a good OLED screen with 120Hz, whereas I am still looking at 60Hz (because segmentation).

At any rate, Tim Cook will fight this nail and tooth. By now it's very clear that he has a blind spot where he thinks Apple is entitled to some things and is not sensitive to different viewpoints in other cultures/legislations. He thought Apple is entitled to a 30% cut. But he pushed it so far that the EU will regulate them. Now they have to offer side-loading and open the iPhone to alternative app stores. This will lead to segmentation of the platform, because some apps will only be available in app stores with better terms for the developer.

Ideally Apple would stop Beeper in its tracks by releasing an Android client themselves, because then they could dictate their own terms (orange bubbles, feature segmentation, etc.). Now they open up themselves to the risk that regulators in some regions will require opening up iMessage.

[1] Of course, the spec sheet contains more improvements, like a better SoC, but it is barely noticable.

2 comments

> The most likely reason is that Apple has become utterly boring when it comes to innovation. I recently purchased an iPhone 15, coming from the iPhone 13, I can honestly not say what has changed or improved

Is there some law of nature that allows humans to achieve a rate of technological advancement that is beyond what “bores” you?

Is there some law of nature that allows humans to achieve a rate of technological advancement that is beyond what “bores” you?

I honestly have no idea what you are trying to say?

Are you saying that I am not entitled to progress? If so, I am not saying that I am. I am just saying that (IMO) some other companies are now more innovative and that should worry Apple more. Short term they can try retain users by locking them in, but at some point people will buy alternatives because they surpassed Apple's products at their price points.

Apple's whole schtick is that they exercise restraint on design so that it works well across many constraints, not just optimizing for one, such as newest or best feature.

I am sure engineering these devices involves lots of compromise, and maybe they did not find sufficient benefits to outweigh the drawbacks for those other features.

Maybe it is possible they swing the pendulum too far into the cautious territory, but given their track record, I would not bet on it.

I mean I kind of like "boring"?

I upgraded from a 11 Pro Max to a 14 Pro Max last year and it was my phone, but better.