Accelerating The iPhone Supercycle
Sep 17, 2024•36 min
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Episode description
We didn't cover the Apple iPhone keynote last week because it wasn't particularly exciting and there were virtually no surprises. But, having been given a week to ruminate on it, we have thoughts.
In this ep, we talk about why analysts have been obsessed with an AI-driven iPhone supercycle, why Apple has backed itself into a corner by overcharging for RAM, and the slow death of the smartphone.
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