Navigating Apple's Supply Chain Challenges

Talking through Ben's article on Apple and the Ghosts of Companies Past, including Apple's religious commitment to privacy, untapped platform potential in AI, parallels to Intel, and why Tim Cook is probably the wrong CEO to undertake the cultural shifts today that may be required for the company to thrive tomorrow. At the end: An AppleTV+ public service announcement.

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Apple and the Ghosts of Companies Past — Stratechery

The Intel Opportunity — Stratechery

The Deal That Makes No Sense — Stratechery

Apple is Losing Over $1 Billion a Year on Streaming Service — The Information

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