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by nirava
92 days ago
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While that's true, I also think these things tend to happen as a gradual build up to the tipping-point effect where the zeitgeist shifts so suddenly that a massive player is suddenly irrelevant. Microsoft is structurally incapable of making Windows better. Intel is intrinsically incapable of making x86 better (enough to matter). x86 hardware manufacturers are in a price race to the bottom, and there's no way around that. Apple doesn't have any of those problems. Instead, more and more young people can afford and aspire to get a Mac. They want to buy software that works on the mac, and they'll want to write software for the Mac. The network effect compounds. |
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In the broader B2B sense, Apple lost pole-position to Nvidia. They're not the ecosystem kingmaker they once were, and their ARM architecture is failing to subsume demand for their competitors. The "Private Compute" Mac-based servers are going terribly according to reports, and their contribution to the chip shortage has even driven them to collaborate with Intel Foundry Services: https://www.macrumors.com/2025/11/28/intel-rumored-to-supply...