In the long run, there will be two ways to be profitable in low-friction environments: be a utility and earn profits through massive scale across the entire stack, or be so differentiated, lightweight and zero-stack that you can be unit-economics positive immediately and compound your way to success— before the deluge of competition, that is.
Understanding Abundance, part 2: Silicon Valley’s Special Sauce
Alex Danco

So where does Apple fit in? You call them a platform, but I can’t imagine not calling them differentiated. Or are you joining the long line of disruption theorists making it vague yet embarrassingly prediction that Apple is doomed?

In particular, I agree with Exponent there needs to be a sharp distinction between B-B platforms like AWS, and B-C platforms like Apple.

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