
575: I Love to Accelerate a Roadmap
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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.
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