I’ve been reading a lot of Asymco since John Gruber linked from Daring Fireball a few weeks ago. Great analysis illustrated with lots of graphs.
Take a look at this one, from Android’s Pursuit of the Biggest Loser:
I thought these were great points:
Speed. This shift of profit occurred over an unprecedentedly short period of time. Three years is no more than two product cycles in the industry and it’s an order of magnitude faster than what happened historically to other industries.
Disruption is the diagnosis here. The incumbents were caught