“Anyone who says that a particular company has all 7 Powers (of Hamilton Helmer fame) is full of it.”
“Apple has all 7 Powers.”
“No they don’t.”
“Go on, have a think.”
“I … Well they don’t have network eff- … or cornered res- … but they can’t possibly … god dammit.”
Conversation
I mean seriously.
Scale economies — iPhones and chips
Network effects — App Store and iMessage
Cornered resource — their chip design team
Switching costs — duh
Branding — duh
Process Power — their JIT manufacturing process
Counter Positioning — I guess their in-house content?
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I sort of don't believe their chip design team is a cornered resource. From chatting with friends in the industry, lots of other teams, *given that brief*, could have come up with something similar
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Interesting. My understanding is that they got the folk who did Celeron early on, and then they’ve been working together towards this for 10 years. Hard to replicate this sort of bond + tacit knowledge.
I don’t know this space well, though, so I’d defer to your friends.
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Except for manufacturing. Observe the current supply chain issues of sourcing MacBooks for developers.
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