Hacker News Reader

Here's a great post on Apple's New Market: http://stratechery.com/2015/apples-new-market/

I read your comment as implying that Apple's potential to swallow the world by increasing in size is scary. The other way of looking at it, if you're an Apple investor: Apple's lack of a "moat" is scary.

Because MS decided virtual growth was the way forward (well... they decided it by releases shitty services and products horizontally) and Apple decided to focus almost entirely on horizontal multi-product approach to growth. The latter will always win long term.