This is a Short Note from my LinkedIn update.
Apple is a great firm that figured out how to monetize hardware with highly differentiated and exclusive software. To enjoy the Apple universe, you must use Apple physical product. Apple executed that in the consumer world. But as it moves into enterprises and other domains like cars, clinics, homes etc, Apple strategy will hurt it. In enterprises, after the era of IBM, no one wants to be tethered to hardware and software. Why use Siri which requires Apple hardware when Alexa is agnostic of hardware?
You can control the individuals (the consumer market) but in enterprises, the variants are many. No single company can model that. Nearly every car company is testing Android for car infotainment. Samsung will be a natural partner to them. With no access to iOS, Apple loses.
I do think it will be challenging for Apple to succeed in the enterprise with its strategy of keeping iOS out of reach. We are in the era of post-production and it must have a balance to drive new sources of growth with iOS---
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