Everything on Business / Supply Chain

Apple's ability to use phone-based chips in laptops (amortizing NRE costs) allows them to produce high-performance, low-cost devices that traditional PC OEMs cannot match.

Impact: Traditional PC OEMs may struggle to survive unless they can find a way to vertically integrate their chips and OS, similar to Apple's model.

— from Apple vs. Microsoft: The Cultural Clash of Art and Technology · a16z Podcast· Apr 10, 2026