Samsung did to Apple what Apple did to Microsoft, skewering its devoted users and reputation, only better. ... There is a way for Apple to fight back… - Rob Enderle

I do think it is likely a tad frustrating for Gates to watch his own company pivot and be successful with new initiatives while Apple gets a huge valuation even though its latest efforts have underperformed or, like the HomePod, largely failed in market.

[W]hen Apple wanted the name "iPhone" and it was owned by Cisco, Steve Jobs just took it, and his legal team executed so he could keep it. It turned out that doing this was surprisingly inexpensive. And, as the Apple Watch showcased, the Apple Phone likely would not have sold anywhere near as well as the iPhone.

If [Apple's watch] bounces, folks will begin to lose faith. ... watch the iWatch execution. That'll tell you whether this is a rebirth or the beginning of the end.