TL/DR — Apple’s success is predicated on platform while Google’s is predicated on services. Where Apple builds services for its platform, Google builds platforms for its services. Any Apple service that provides stickiness to iOS, like iMessage, will never be available cross platform because it would represent a trade of valuable iOS platform users for less valuable service users. Despite the changing focuses of both Apple and Google over the next decade, these underlying platform/service truths will hold constant.
Read MoreIn a recent class at Tuck, we were treated with a guest lecture from a Tuck alum who is well established in the VC industry. In preparation for this class, my classmates and I were asked to formulate an opinion on whether or not we believed the tech industry was experiencing a second bubble. Below is my brief response, which I hope some will find interesting:
Read More