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> don't replace your iPhone every year, because now it costs 50% more

This flattens down the experience curve [1], meaning the technological edge advances slower. That, in turn, exposes the entire industry to more-agile competition. This is the recipe for undermining competition behind a protectionist wall: cut costs to beat bigger competition with movement and then scale.

[1] https://en.wikipedia.org/wiki/Experience_curve_effects



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