@BenBajarin That's where the mirroring hypothesis comes into play.
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Replying to @sameer_singh17
@sameer_singh17 how does differentiation factor into the business model? Most important in the post-maturity cycle of a segment.2 replies 0 retweets 0 likes -
Replying to @BenBajarin
@BenBajarin Which is why we're so bullish on hardware-as-distribution approach. Differentiation remains consistent with dominant biz model.1 reply 0 retweets 0 likes -
Replying to @sameer_singh17
@sameer_singh17 I don't entirely disagree with that but it comes with the assumption that at that time there is no hardware innovtn left.2 replies 0 retweets 0 likes -
Replying to @BenBajarin
@BenBajarin At which point cycle begins anew. Sustaining innovations provide diminishing benefits to users.1 reply 0 retweets 0 likes -
Replying to @sameer_singh17
@sameer_singh17@BenBajarin he thinks Apple is overserving and that Android is good enough. His position is consistent (but wrong of course)1 reply 0 retweets 0 likes -
Replying to @benthompson
@monkbent@BenBajarin That's the gist at the hardware layer. We see value moving down the stack. We'll find out if it's right or wrong.2 replies 0 retweets 0 likes -
Replying to @sameer_singh17
@monkbent@BenBajarin We see business models being dominant forces. Many see it as a statement on product design approach. Not so.1 reply 0 retweets 0 likes -
Replying to @sameer_singh17
@sameer_singh17@BenBajarin the model assumes no differentiation that consumers care about and that price is all that matters1 reply 0 retweets 0 likes -
Replying to @benthompson
@monkbent@BenBajarin No it does not. It assumes commoditization of one layer of the value chain shifts monetization potential to scooter.1 reply 0 retweets 0 likes
@sameer_singh17 @BenBajarin same difference. For the Apple case, HW is all that matters WRT monetization
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