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Perhaps it's because the M1 is not just a random ARM chipset.

For those wondering why Apple has a market cap of $2T this may be a good reason.

They have the ability to stage, time and deliver something like the M1 Mac whereas other massive corporations like Microsoft, Google, Intel, etc simply can't.



Watching Apple vs the rest of the industry when it comes to long-term strategy reminds me of Marvel vs DC in the film industry.


Interesting could you elaborate?


Well, from all appearances Warner Brothers saw the wild success of Avengers and decided they needed a big superhero mashup, thus the disastrous rush to create a Justice League movie without the gradual build-up of story lines and characters that the Marvel films produced.

Apple takes the Marvel approach to their technologies: releases features (of varying initial quality, admittedly) that gradually improve and are incorporated into bigger and better products.

Siri has never been best-in-class for anything, but has been a big part of making Apple Watch and AirPods so successful.

Apple invested in their own CPU designs for more than a decade before finally unveiling the M1 lineup.

Apple chose to shrink the Mac operating system to fit the iPhone, instead of porting the iPod OS, which gave them a unified set of APIs, and has made it practical to have Catalyst as a (still somewhat raw as I understand it) toolkit for writing software across iPhone, iPad, and macOS, plus of course iPhone and iPad apps can run natively on M1.

Most of Apple's competitors lack the freedom or the desire to bet the company on a specific direction; Microsoft of course has released Windows for ARM but has not, and cannot, tell their partners they have two years to switch or get left behind, for example.

Apple can set long-term strategic goals and follow through on them.




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