Techmeme was a bonaza of stories today. I wanted to read them all: from Groupon's IPO to auto-follow "tricks" used by Kevin Rose's new app Oink. Two particular stories stood out in how they revolved around Apple and the discipline, applied in two very different ways. BusinessWeek laid out how Tim Cook's laser focus on supply chain efficiency has turned Apple into an operational machine that wields its advantage like a hammer to beat back competition and inflate margins. It buys up all available supply. It pays up front. It enforces unyielding rules on its suppliers. It is merciless. It is disciplined.
And the only way to compete with Apple as a supplier is to be equally disciplined to protect long-term needs. In this piece on GigaOm, Ryan Lawler reveals how CBS honcho Les Moonves rejected Apple's offer to join its proposed (subscription?) video effort. CBS knows what is has in its content treasure chest and didn't want to give it away solely on the promise of future revenue shares. CBS knows Apple has over $80 billion in its own treasure chest and is probably holding out for a deal with rich upfronts, minimums and on-going syndication payments. By doing so... by having the discipline 'no thank you'... it set the stage to win those revenues from Netflix, Amazon and perhaps, in the future, Apple.