A bit of a forgone conclusion at this point, but still worthwhile to have someone so skilled as Horace Dediu put the phone market into perspective, especially with regards to that upstart Apple. Come for the insight, but stay for his conclusion; that is, indeed, a mystery, and one that Apple has obviously solved.
While I don’t agree with many of the author’s points, nor do I agree with her overarching theme, she did, however, say a number of interesting things throughout the piece. I tried, for the most part, to stay away from articles written on this topic, but this one is well worth the read.
“The security state operates as a ratchet. Once you click in a new level of surveillance or intrusiveness, it becomes the new baseline. What was unthinkable yesterday becomes permissible in exceptional cases today, and routine tomorrow.”
Just as early nineteenth century Americans took Britain’s manufacturing process, improved upon it, and quickly outpaced the nation from which they originally learned from, so too it appears China learned from the early mistakes that befell American internet companies, improved upon their flaws, and now seeks to outpace the country from which they drew those original lessons. So says this article from Digits to Dollars, anyway, and after reading it I am inclined to agree: as of late the notion of Google becoming an internet conglomerate, or “General Internet” as Horace Dediu and many others have put it, has gained a significant amount of traction. The larger notion of “conglomeratization” has also grown quite popular, and with Facebook’s recent acquisition of Whatsapp some have even gone on to say that Facebook could become the social conglomerate. Halfway around the world, however, as this article from Digits to Dollars points out, many Chinese internet companies have already made the switch that only the largest American internet companies are just now showing signs of considering. Very interesting, and possible even telling, observation.