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Apple's new CEO is quite a smooth talker

Machine translated

I think the management difficulty of Apple today, facing chipflation, is different from the Tim Cook era, but their AI strategy is clear and they speak very well. I heard that Turners will be handling management directly starting this year, and they are proving it through performance.

  1. The iPhone is a necessity; they secure profits through price hikes that others cannot pull off.
  2. No matter how many Meta Glasses or Muse glasses are released, what people want is the iPhone.
  3. They aren't investing in AI right now, but once they add the best performing one later, it's game over. After all, people want AI features on an iPhone, not other products.
    They have great confidence and a talent for reassuring shareholders. Even if defects occur in the iPhone Duo, seeing that the pre-order wait time is 90 days, it seems they will milk the iPhone Duo until the 10th generation and sell it to loyal customers.
    Even if Apple's profitability decreases slightly over the next three years, once memory prices stabilize in three years and they have already raised their prices, they will likely rake in the money again.



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