Convergence, platforms and new market color

WSJ — The Big U.S. Stock Indexes Are Telling Different Stories

Update — June 24

A new Stratechery essay on the evolution of Apple computing is a great history lesson in the evolution of digital networks. The same principles and patterns that we associate with other network systems — the forms and value of engagement, the clusters that grow or sometimes dissolve, the community behavior that shapes the network system overall and leads to outcomes that lead to other outcomes as the network profile and its set of links and possibilities perpetually change their shape — are seen in the evolving architecture and resulting marketplace of Apple’s ecosystem.

The End of OS X

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