[consteval]

> They are not one market, in any sense.

I agree, but there is a venn diagram here. Many use cases are covered by both products. As time goes on, the venn diagram gets closer to a circle. An iPhone of 2008 was a niche device, but nowadays you can complete 99% of tasks completely on an iPhone (yes I made up 99%, just pretend it's some number higher than it once was).

I think, for most adults, their primary personal computer is a smartphone. Many, not sure of the numbers here, don't own a laptop or desktop at all. They may have one for work, though.

[Arnt]

I'm curious… if many uses cases are covered by two products, don't those two products compete? If two products compete, how can you think that they're not in the same market in any sense?

To my mind, my ultralight private laptop is more similar to a many tablets and two-in-ones than to the 16" Macbook Pro that I was issued from my employer. Saying that the two laptops are in the same market and the tablets/two-in-ones aren't in that same market… just doesn't make sense to me.