
Episode 011: Red Pill or Blue Pill?
Exponent
00:00
Is It Making Sense to Be Integrated or Modular?
i would argue that it's growing. It will continue to grow, just it will probably grow much more slowly because there's all that wollhing if fruits gone. Right now, you're getting people who are buying their second smart phone and give apple try andt. loyalty rates are like 87 % or something, and the next close o the samsonit like 61%. And that's interesting. So this goes back to the way i like to think about this, is whether it makes sense to be integrated or modula.
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