Apple, Amazon and how they're more alike than apart
Following up on the thesis that Amazon manages profit the way Apple manages supply chain, here's a look at where both companies are more similar than they are different. From Horace Dediu at Asymco:
At an even deeper level, Apple and Amazon are much more alike than they are different. They are both hired for similar jobs (convenience, ease of use and a controlled, predictable environment for average users interacting with technology). They both focus on delighting customers and controlling all the variables which come into contact with that delight. They both have long-term views and are driven by vision rather than competition.
Where they differ is in others’ perception of sustainability. Whereas Apple is perpetually given an expected lifespan of less than a decade, Amazon is expected to have an indefinite lifespan. This is because Amazon is seen as having no competition and Apple is seen as having infinite competition.
Dediu also disagrees with both assumptions, and for smart reasons...