The Twilight of Microsoft…
Sunday, November 1st, 2009(Full disclosure: I’m long goog and aapl).
Two billion downloads. You can’ t really say that enough. It’s hard to appreciate the magnitude. Most of my life growing up I watched the Mcdonald’s sign change from 10 Million Hamburgers Sold to 100 million and finally a billion. Then one day they gave up and just said, billions of hamburgers sold…but that took me from the 70s to the 90s. And yet Apple served up two billion iPhone apps in less than a year. It can’t be overstated, this is the fastest consumer growth the world has ever seen. It’s amazing.
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