Charles Wiltgen
Jul 10, 2017 · 1 min read

This part doesn’t make sense to me:

Apple doesn’t have a core business in which cloud storage is such a natural byproduct — certainly not at such scale.

That’s like saying “Apple doesn’t have a core business in which CPU design is such a natural byproduct — certainly not at such scale”, or “Apple doesn’t have a core business in which AI is such a natural byproduct — certainly not at such scale”.

At Apple scale, there’s no such thing as “natural byproduct”. Apple can make whatever they want based on strategic importance, paying the world’s top experts whatever is necessary, and building whatever they need at any price.

(Apple charges $9.99/month for 2TB of cloud storage, which is what Google charges for 1TB/month. Apple generates as much revenue selling services, which includes iCloud, as it does selling Macs.)

    Charles Wiltgen

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