The report that Apple has brings in about 40% of Silicon Valley’s profits is meaningful. As is the understanding that Google contributes about 57% to the pie. What it says is that the big deal is in hardware (that is #1), connectivity, and value added cloud services delivered via API or to the browser. Many lessons to learn. Do not become a proprietary distributor. Instead, find the right value add and support service behind an agreed standard. That seems to be one of the many lessons from the huge impact of those two firms.