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by braythwayt 4021 days ago

    In the Apple Music situation, there's likely very little opportunity cost unless we
    believe that it's going to be so amazingly and instantly successful that it will
    cannibalize all current revenue streams.

You or I may believe whatever we like, but I’ll bet big money that Apple believes that it will be amazingly and instantly successful and further that their entire business plan consists of cannibalizing all current revenue streams.

I don’t think they’d be in this business at all if they didn’t think they had a shot at rendering the competition irrelevant.