Apple Pay to Market

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Apple has a monopoly on software, which explains why the profit margin is so sustainable. When apple releases new designs, and t i thinks happening this year right now, their sales in china do very well. And when they don't release new esigns, they don't. This isn't just a oh, of course, that's the case for apple generally. There is a distinct difference in performance between greater china and the other regions o the world that apple operates in.

Ben and James discuss the downsides of monopoly, and Apple. Then, why there is no absolute answer when it comes to integration or modularization, and why different approaches require different types of organizations and different types of leaders.

Links

Ben Thompson: Integration and Monopoly — Stratechery
Ben Thompson: Facebook and the Cost of Monopoly — Stratechery
John Gruber: 16-Inch MacBook Pro First Impressions: Great Keyboard, Outstanding Speakers — Daring Fireball
Ben Thompson: Apple’s Organizational Crossroads — Stratechery
Ben Thompson: Why Microsoft’s Reorganization Is a Bad Idea — Stratechery

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