The Competitive Landscape Favors the iPhone, More on Elon Musk Suing Apple
Hello everyone. The highly anticipated remedies verdict in U.S. v. Google (available here) was released a few hours ago. Based on a quick look over the ruling, things look pretty good for Apple (and Google for that matter). We will dedicate tomorrow’s update to the topic.
For today’s and Thursday’s updates we will focus on a few topics that are on my mind ahead of Apple’s big event next week.
Let’s jump right in.
The Competitive Landscape Favors the iPhone
A week from today, Apple will host its largest event of the year when it comes to generating buzz and attention. WWDC is the largest event when thinking of number of Apple Park guests and overall operation (there’s many moving parts). And one can certainly argue new software is vitally important for the Apple ecosystem. However, the flagship iPhone event in September is able generate more press than any other Apple event. It’s a truly global affair as well. The iPhone is Apple’s best tool for grabbing new users around the world.
From a hardware perspective, attempts to somehow displace iPhone from its perch have not been successful. We can point to AI hardware startups underestimating consumers’ love for iPhone. Meanwhile, Apple peers are struggling to recreate the Apple playbook of vertical integration and ecosystem cohesion.
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