Our competitors aren't taking our market share with devices; they are taking our market share with an entire ecosystem. This means we're going to have to decide how we either build, catalyse or join an ecosystem.

This is some great insight from Stephen Elop. Microsoft should never have lost him. I remember seeing Stephen Elop as a fairly erudite person, but I never had the opportunity to see him be this insightful while at Microsoft. I wonder if it is simply that, at Microsoft, it is easy to be drowned by so many conflicting opinions of very smart people. Is this different elsewhere? It obviously helps to be CEO, but maybe it is possible to be analytical & insightful and steer a ship without being at the top.

Regardless, the outsider has called out Nokia's problems. I like how he has clearly outlined 3 strategies to solve the major one: build, catalyse or join. Everyone doubts Nokia's ability to build, and it would be insanely hard to catalyze other ecosystems like Apple's. I think the only choice they have is to join.

I'm very anxious to see if Mr. Elop can lead the change in culture of one of the largest organizations in the world. That would truly be a feat.

The analyst also said that the investment could further signal Apple's intention to enter the television market. Munster has believed for years that Apple will introduce its own HDTV by the end of calendar year 2012 at the earliest.

I've hemmed and hawed at the idea that Apple would create a TV. For a long time, I was convinced that a 32" panel with Apple TV baked in and the opportunity to purchase an iTunes subscription would be perfect. However, the lack of a music subscription seemed like a non-starter. Also, people kept reminding me that TVs are such a cut-throat business that even Apple wouldn't be able to charge its requisite 50% margin on the product.

If anything, Apple would make a TV of its own with Apple TV baked in. With one or two HDMI inputs, I guess that would make a semi-viable product for today's living room - especially when bundled with an iTunes subscription.

Apple has pre-bought in its supply chain ever since iPod. If this $4B investment is in large format LCD screens, I would definitely believe a real Apple TV is coming.

These changes will occur in the next couple months but we are announcing them now to give content publishers and developers using HTML <video> an opportunity to make any necessary changes to their sites.

It's a ridiculous notion to expect all content publishers that have encoded their video in h.264 to re-encode their content for WebM just to appease Google. On top of that, they expect it to happen in only a few months' time! I am wondering whether YouTube is internally freaking out over this announcement right now: how long will it take them to re-encode all those videos?