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alephnerd 3 hours ago

The form factor is a major difference.

HNers are significantly more technical than the median consumer and are used to text and keyboard interfaces - a large portion of humanity isn't. You see this with Foundation Models as well - most have started to shift away from only concentrating on text to TTS and STT usecases.

Also, DeX style monitor screen share with a Bluetooth keyboard has been supported since iOS 15.

Additionally, a major portion of Apple's desktop revenue is coming from poweruser and specialist demand - IT departments bulk purchasing developer laptops, designers having their entire design workflow within the MacOS environment, and video editors heavily dependent on MacOS.

Furthermore, arguments about how Apple has an incentive not to cannibalize revenue are dumb, given how open Apple is to cannibalizing revenue where PMF exists (eg. the iPad Pro versus lower tier MacBooks or the MacBook Neo versus lower tier iPads).

bottlepalm 2 hours ago | parent [-]

The entire Mac line is a teeny tiny slice of revenue compared to iPhone. Allowing OSX on iPhone would increase the utility of iPhone, leading to more sales.

alephnerd 2 hours ago | parent [-]

> Allowing OSX on iPhone would increase the utility of iPhone, leading to more sales

That assumption is not necessarily true.

What this implies is that there is a market of existing consumers that would not buy an iPhone because it lacks OSX support.

The iPhone portion of Apple's business generates around $144B in YoY revenue in Q1FY27 [0].

Whenever an organization contemplates building a net new capability like the one you mentioned, a quick test is whether it would be able to generate and sustain at minimum the equivalent of 1% of yearly revenue.

If this was a $1B revenue opportunity it would have been implemented, but it's not.

Nor is it a feature that can actively or dramatically increase Apple's market share in most markets.

A good proxy of such demand would have been a sudden increase in iOS users using USB-C screen share and a Bluetooth keyboard to interface with an iPhone in a desktop form factor (something which has been enabled since iOS 15), but such an increase has not happened.

[0] - https://counterpointresearch.com/en/insights/apple-reaches-a...