Log date: May 27, 2010
Can Google buy consumer competitiveness? Can Apple be an ad giant?
Log date: May 26, 2010
It’s likely that Apple intends to grow its mobile platform to reach 1 billion users worldwide in 5 – 8 years.
Understanding Apple’s Business Model / Strategy
So the iPad challengers face five daunting obstacles:
- Recognition of a threat from a seemingly benign product
- Execution on hardware against the best integrator on the planet
- Execution on software against a new UI metaphor fortress surrounded by a patent moat
- Integration of hardware and software to a sublime whole
- Re-building a value chain for which they have no handle vs. a broad and deep existing universe of app/content creation distribution and consumption enjoying logarithmic network effect value.