Apple's Shifting Differentiation

The overarching strategy is to bring iOS to the Mac in order to grab market share of the PC market. Apple's moat will increase more and more because of the vertical integration they have.

A lot of people have iPads. They have replaced PCs for many tasks. Many I know only use their PCs for word processing or work. Other things we do on a computer are in the browser.

In 2 years I'll be replacing 2 Windows computers in my family. Give me the choice of a Mac with familiar iOS interface, and access to the App Store, or a Windows PC, only good for word processing and browsing the web, I choose Mac/iOS. I am familiar with iOS but not so much with Mac (I've owned 2 but could never get used to the UI). I reckon millions will be faced with the same choices.

I predict that in 5 years Dell, HP and Lenovo will be struggling. Time will tell...

Oh, and of course the M1 today ain't compelling enough. But wait until it evolves. Apple has a track record of iterating year over year. Fascinating...

> I predict that in 5 years Dell, HP and Lenovo will be struggling. Time will tell...

I mean most casual users don't use laptops already, either preferring their phones or tablets. Those that do, need it for work (or a nicher crowd - gaming). And there's no way in hell the primary buyers of Dell, HP and lenovo computers, companies, with no reason to pay the apple tax will pay for expensive 1000$+ MBPs for each employee