Apple's dominance of consumer tech has gotten stale
$Apple(AAPL)$ 's dominance of consumer tech over the past decade has gotten stale.
Hardware is no longer magical.
The integration that made Apple, Apple is...getting worse.
The asymmetric opportunities in the next decade will take on Apple with a horizontal business model.
Who you got?
I will start:
I think $Spotify Technology S.A.(SPOT)$ comes out with its own headphones and music, podcasts, and audiobooks go straight to your earballs.
What about $Garmin(GRMN)$ as a point of hardware integration?
Of course, there's $Alphabet(GOOG)$ $Alphabet(GOOGL)$ and Android (easy pick).
I do love the way that $Tesla Motors(TSLA)$ designed in 2012 looks...
https://x.com/TravisHoium/status/1838657014995599859
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