Neil Cybart: Why Apple is leaving them in the dust

The company is firing on all cylinders, says one of my winningest independent Apple analysts.

From “Apple Is Pulling Away From the Competition” posted Wednesday on Above Avalon:

For the second year in a row, Apple held a developers conference that should frighten its competitors. Relying on a nearly maniacal obsession with the user experience, Apple is removing oxygen from every market that it plays in. At the same time, the tech landscape is riddled with increasingly bad bets, indifference, and a lack of vision. Apple is pulling away from the competition to a degree that we haven’t ever seen before. Given how we are just now entering the wearables era, implications of this shift will be measured in the coming decades, not years.

My take: This is a long one, and it’s free to share. Click here to buy a ($200/year) membership.


  1. Romeo A Esparrago Jr said:
    Thx 4 the link, Mr. Philip 🙂
    I love Mr. Cybart’s thoughts on what he calls Apple’s Watch/iPhone Pull Strategy transforming to an All-Products Push Strategy and how that’s kerfuffling the competition. If there’s a company that can pull away from its competitors during downtimes, yes, it’s … Apple.

    July 2, 2020
  2. Fred Stein said:
    Great article, thanks. Validates many ideas I’ve posted here, but he adds so much more depth, especially wearables – the 10 year lead.

    iPad deserves more credit. ChromeBooks, nor Surface can challenge the iPad, despite all the assets of their parent companies.

    July 2, 2020
  3. Fred Stein said:
    It’s like Apple is building a utopian city. ARM is the infrastructure. The basic city services are the OSs and SDKs.The Apps from Apple and ISVs provide recreation, dining, and commerce. The Mac neighborhood is undergoing urban renewal with ARM.

    The competition looks like unregulated urban sprawl with giant towers and slums.

    July 2, 2020
    • Alessandro Luethi said:
      Apple has fantasy,
      and you too Fred!
      Fantasy = Vision

      July 2, 2020
  4. David Emery said:
    It might be interesting to consider how/where Apple could stumble. In my view, Apple’s primary weakness right now is software quality. Too many bugs or “it just doesn’t always work”! And this is something (as I’ve said before) where Apple could throw money at the problem and expect a positive result.

    In my experience as a developer, each time you port software to a new platform/hardware environment, you find (sometimes a lot of) bugs.

    July 2, 2020
  5. Miguel Ancira said:
    $600 in 2022
    $750 in 2024
    $1K in 2025

    July 2, 2020

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