| | | Horace Dediu on the important question for Apple
asymco.com
Part of this is an ad for HD's Worldwide Investor Conference. While HD, from memory, hasn't been the best Apple analyst out there from a quarterly prediction standpoint in more recent years(if he is even releasing predictions anymore), I think he has gotten most of the trends in terms of analyzing Apple's business correct. The cost of the conference is a bit steep, early bird is $400, it may be something worthwhile. Unfortunately, I believe I do have some commitments on the day of the conference, September 19.
This is a bit from the post
<<And then there is AI. As Ben Bajarin and I discussed recently, the integration of AI is shifting the risk/reward equation for developers to include capital spending or monetization of computation itself.
A lot is at stake. Not only in terms of upside but also downside. Developers need to understand the “state of the union” for Apple as a platform and ecosystem from a financial point of view. Conversely, investors need to understand the degree of dependence and commitment being made by the developers. >> |
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