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What irks me more are the smaller guys online who advertise ApplePay upfront, so you fill up a cart, and then it disappears on checkout. I'm not implying intentional bait and switch, but it recently happened to me on nuts.com and globebrands.com. They both inquired by email why I left my cart, and I told them about the disappearing apple logo on checkout.
Siri can leapfrog Apple over rivals like Amazon and Google. Apple holds a few aces in hand. Right now, as default, Siri monitors you and location as you use apps, including third-party e-commerce apps like Nike and Addidas. I’ve seen no reportage on this. It’s speculation, based mostly on a review of all the various apps activated under my Settings>Siri & Search and a read of the accompanying text by Apple. Why does Siri want to know how I use Addidas or Nike apps? This can be part of a brilliant strategy, via App Store, to eventually bypass Amazon shopping, where Apple facilitates frictionless direct purchases of sportswear, athletic shoes, and much more. (Already Apple has more credit card numbers and shipping addresses than Amazon, and probably Google too.) No analyst reports I’ve seen have yet to mention this. But in my view it’s only a matter of time-- maybe iOS 14? iOS15?--until Siri through apps can turn into a personalized multipurpose shopping assistant, overseeing whatever apps are important to you. It seems to me a concrete elegant way (as Workflow/Shortcuts in iOS 12), for Apple to tackle the giant field of e-commerce by breaking it into achievable pieces. Be great for users, devs, and Apple. Maybe AI can flesh it out in longer more cogent piece.
Actually when you subtract retail employment at over 500 stores, Apple seems leaner than Google, which has grown now to over 100,000 heads. Talent and motivation are key, I'd like to see Apple expand in Toronto. Biggest tech workforce in North America after Silicon Valley, NYC, and Washington DC, according to WSJ. Much cheaper and you spread the risk on ill-conceived worker immigration policies.
Even if China market is probably larger than that of North America and EU combined, still seems like they have huge number of mobile phone producers. I don't know if subsidized by state, carriers, etc. but if they form backbone of strategic plan it's likely. At one point in 1990s there was a US push to recapture consumer electronics with HDTV. We know how that went. But it's all the more puzzling that much media in US is hostile to Apple, arguably the only successful US based consumer electronics company for ages. Thanks for collecting these bloopers! Might make a good video.
All good. My one critique is: shouldn't you break down market share geographically? Of course most readers here know Apple killing it in US and Japan. Not Europe or China. And insignificant in India, Brasil, etc. Does Huawei woes (and Apple's expanding offerings in services, ecosystem) mean potential leaps serving more rising middle class? But I guess that's a whole set of articles. ;-)