[margorczynski]

I'm not. That edge eventually converges to 0 when you have 10+ competitors that offer the same for 10x less money.

If you don't have some kind of cult following like Apple eventually you'll get margin-squeezed till death and all that marketing, sales, etc. will get cut down to stay afloat.

Of course all of the above is just my theory how this will play out in the long run, I'm no oracle by any means.

[CharlieDigital]

    > that offer the same for 10x less money.

Not likely because there is still a lower bound. These 1 person startups are winning partially because they are already 10x cheaper than the incumbents.

But beyond that, it's not likely that there are 10x the number of people who know the domain and have the right mindset plus appetite for risk.

[vidarh]

I'm not entirely disagreeing. There are limits there that means we can't assume the margins will go to their theoretical minimum. But you're also in part assuming the models don't increasingly know the domain or know how to research the domain and compile the information for you.

They'll be squeezing margins out of a lot more than just the tech.

[skeeter2020]

Discounting Apple, their products and their customers to a cult is at best jealousy but still blatantly wrong. Lots of competition has been trying to out-Apple them for decades with no luck, and it's not because an iPhone customer is stupid & brain-washed.