awinlonghorn said:
There is not a single platform anywhere where reach is free. Twitter absolutely gets a significant cut of every ad placed on its platform: problem for twitter is other tech companies are better at providing ad products and analytics corresponding to the ads. Twitter has never been well run. Ever.
Maybe Elon fixes that but I can promise you no big advertiser will go back to twitter if their CEO talks smack about your company vs working it out behind the scenes. What's the point of Elon is gonna talk crap? Beats the point of advertising no?
The assumption is that Elon risks Twitter in a dispute with Apple. Maybe, or maybe
he is uniquely suited/able to become a real challenger/threat to Apple, unlike the bozo's at Amazon or in China.
Quote:
Should Apple CEO Tim Cook take such a threat seriously, or can he laugh it off?
I think he'd best take it very seriously.
In Tesla, Elon Musk has the only 'tech' brand name that comes close to Apple in terms of panache. A Tesla Phone actually has a chance of becoming The Next Big Thing. More worrisome for Apple, Tesla could realistically blossom into a complete lifestyle brand with phones, tablets, home security… all the toys. And Musk already has the car, something Apple has been tinkering with in a "skunk works" for years.
Also in Tesla, Musk has what everyone agrees is the best battery technology in the world, bar none, in terms of cost, capacity, and lifespan. This is an important consideration when buying a phone. Many people who are perfectly happy with their smartphones otherwise would switch brands tomorrow if they could get one that would go all day without a charge. A smartphone with noticeably superior battery technology would immediately become a formidable competitor in the segment.
Musk also has Something Interesting that only he has, in the form of a nearly-completed worldwide network of communications satellites in low Earth orbit. This may or may not be applicable to smartphones; I am not privy to the "feeds and speeds" of Starlink. At a minimum, he has a way to offer "no dead zones… anywhere" that would be unique in the industry.
Now, I think that writer is a bit technologically ignorant, as the limited/promised ability to use an omnidirectional little iphone antenna to transmit to a starlink satellite (even in LEO) is…supplemental as an emergency feature, and probably not very good (certainly can't video stream etc. from inside a building), but I don't think Apple should just in a spit of political rage/spite dismiss this as an empty threat.
Further though, I think Tesla's battery tech is class-leading, yet their inherent advantages are not entirely applicable to a mobile device; this matters most for energy density
and cost in a vehicle with a huge $10-20K battery bolted to the bottom. Tiny cell phone batteries we don't care if they cost an extra 10 bucks, we mainly want them to just last a couple years. The battery cost in a $1,000 iphone is…marginal (something less than 10 percent).
Me, for one, I love my apple devices, hate the company's political/privacy policies, and would love a real competitor more attuned to free speech/individual privacy.