@BenBajarin On the vertical-horizontal dynamic?
@sameer_singh17 @BenBajarin the model assumes no differentiation that consumers care about and that price is all that matters
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@monkbent@BenBajarin No it does not. It assumes commoditization of one layer of the value chain shifts monetization potential to scooter. -
@sameer_singh17@BenBajarin same difference. For the Apple case, HW is all that matters WRT monetization
End of conversation
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