This article provides a good overview of the current state of global computing without getting too bogged down in technical nuances.
I think the key takeaways are:
- Mobile platforms supplemented by ultra-powerful datacenters will be the innovation drivers of the next decade.
- Manufacturing can be outsourced. The real value is in owning the design of hardware.
- Enterprise customers will pay a premium for a solution that "just works".
- Having a crack legal team is critical, because antitrust measures can stifle single-company growth.
Also, check out the chart at the end of the article. The employee count relative to net income is pretty amazing across companies, especially Google vs Oracle.