Upgrade cover image

575: I Love to Accelerate a Roadmap

Upgrade

00:00

Navigating Growth in Services and AI

This chapter examines Apple's impressive year-over-year growth in services, highlighting a 13% increase amid concerns surrounding global tariffs. It discusses the significance of services revenue, now nearly 30% of total revenue, and contrasts this with traditional hardware sales driven largely by iPhone users. The dialogue also explores Apple's strategic investments in artificial intelligence and the acquisition of startups to enhance their capabilities while maintaining focus on their long-term vision.

Transcript
Play full episode

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app