Posted by walterbell 11/4/2025
But there have been plenty of articles over the last decade saying that it was done around 2015 or so.
I would say that a claim about component cost has something to do with price.
Either way, without competition expect it to increase further.
The other way I look at this is that these companies have been collecting an insane amount of wealth and value over the last 2-3 decades, are finally in a situation where they feel threatened, and are willing to spend to survive. They have previously never felt this existential threat before. It's basically bidding wars on houses in San Francisco, but with all the wealthiest companies in the world.