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Posted on 8/21/25 at 3:10 pm to Geekboy
Google pays Apple $20B a year to be the default search engine on a 2B installed user base. One of the hardest things for a tech company to do is scale at an affordable CAC. It’s the reason why so many fintech companies ultimately sell themselves to banks. It’s not out of the realm of possibilities that whoever’s AI shows the most promise will be merged, bought, licensed, or even pay to access the 2B Apple users.
Posted on 8/21/25 at 3:10 pm to Geekboy
Hard to believe these didn’t takeoff.
Posted on 8/21/25 at 3:13 pm to mwade91383
quote:
FTR, what will smart phones be replaced by? And made by whom?
Glasses. Like how apple tried with those awful ski goggle ones they came out with
Posted on 8/21/25 at 3:26 pm to prplhze2000
quote:His education is in business. Holds an MBA from Auburn. So yeah, he is more concerned about margins.
No. He's more concerned with margins that making great products
Posted on 8/21/25 at 3:31 pm to greygoose
quote:
His education is in business. Holds an MBA from Auburn. So yeah, he is more concerned about margins.
Hey let's cut costs, innovation, go lean and raise prices while not developing anything.
"MBA"
Posted on 8/21/25 at 3:32 pm to djsdawg
quote:
How
I don't think we know what the next big shift in tech will be. I could foresee Elon selling a mobile device that has connectivity from Starlink. AI is currently the big shift, and apple seems to be behind, I don't need siri to summarize texts.
Posted on 8/21/25 at 3:32 pm to greygoose
No wonder Apple sucks arse now. It’s ran by a dumb cow fricking barner.
Posted on 8/21/25 at 3:35 pm to CAD703X
quote:Do you even think before writing or you just throw up words and arrange them in order? How do even quantify that?
apple should have been a shoo-in to dominate the EV market
*I know you are intelligent. Just drawing you out!
Seriously, Apple was never more than a blip on the radar screen regarding EV's.
This post was edited on 8/21/25 at 3:39 pm
Posted on 8/21/25 at 3:36 pm to Geekboy
This is a little dramatic but yes innovation has been an issue with Apple.
Regardless, their current mass market product works well with their infrastructure. Cash cow
Regardless, their current mass market product works well with their infrastructure. Cash cow
Posted on 8/21/25 at 3:38 pm to broadhead
quote:
I don't think we know what the next big shift in tech will be.
That's what made Jobs so unique and valuable. Experts hit a target nobody else can hit, geniuses hit a target nobody else can see. Jobs was a genius in that regard, Cook clearly is not.
Posted on 8/21/25 at 3:38 pm to Flats
quote:
but the catalogue isn't very deep
End of April they ran a special $2.99 a month for 3 months. I watched a lot, it was worth $9, but after 3 months I had watched everything I wanted to. Didn't renew.
Posted on 8/21/25 at 3:39 pm to broadhead
quote:
I could foresee Elon selling a mobile device that has connectivity from Starlink.
Is this also NOT a phone? We will communicate via a device that is not a phone?
Posted on 8/21/25 at 3:40 pm to AuburnTigers
quote:
Nice melt.
Care to offer an actual rebuttal?
Posted on 8/21/25 at 3:43 pm to Flats
quote:
Their best (Slow Horses IMO)
Is this about British spies whose careers have faltered?If so I read the book, and it was pretty good. “Slough” was the way it was spelled, I believe, after the area outside of London.
Posted on 8/21/25 at 3:44 pm to SpartanSoul
quote:I have to find ways to spend all the money I've made from owning Apple stock for the last 10 yrs.
Apple has no idea of what to do with all of their cash.
Posted on 8/21/25 at 3:50 pm to Geekboy
Apple has $50b in liquid cash.
Apple's market cap is $3.34t
Apple's annual revenue is $383b (Forbes #3 behind Amazon and Walmart)
In 2024, the iPhone was ~49% of Apple's revenue stream. Services was 26%, wearables was 10%, iPad was 7%, and Mac was 8%. There are 1.561b iPhone users in the world.
In what world do you think that Apple is going to fail in the next ten years? In what scenario are smart phones going to be replaced?
Apple's market cap is $3.34t
Apple's annual revenue is $383b (Forbes #3 behind Amazon and Walmart)
In 2024, the iPhone was ~49% of Apple's revenue stream. Services was 26%, wearables was 10%, iPad was 7%, and Mac was 8%. There are 1.561b iPhone users in the world.
In what world do you think that Apple is going to fail in the next ten years? In what scenario are smart phones going to be replaced?
Posted on 8/21/25 at 4:01 pm to Geekboy
quote:
Tim is more concerned about woke ideology
He's gay.
Posted on 8/21/25 at 4:08 pm to The Pirate King
quote:
Apple has completely bungled the streaming game somehow. Something is just...off about it. They have plenty of A-list actors and source material, but the shows fall off quick.
AppleTV has the best lineup out there IMO
Severance
For All Mankind
Ted Lasso
Masters of the Air
The Studio
Slow Horses
Etc etc….:
They don’t have the largest catalog but it’s the best quality by far.
Posted on 8/21/25 at 4:11 pm to SDVTiger
quote:
Glasses. Like how apple tried with those awful ski goggle ones they came out with
Glasses will never be as ubiquitous as cell phones.
The only thing that can topple a hand held device will probably be some form of holographic tech where the screen becomes irrelevant and it can project on things or into the air seamlessly. (There would be some AR components to this for sure).
Until then, expect to carry a phone.
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