Analyzing Apple's Profitability and Product Execution Challenges

SoftBank acquires a chip making startup. Nvidia says it hasn’t been approached to help save Intel. OpenAI announces another expensive AI tier. Apple TV+ is losing more than a billion dollars a year. And do Apple’s recent stumbles indicate their where Microsoft was in the Windows Vista era?

Sponsors:

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Links:

• SoftBank Seals $6.5 Billion Deal for Chip Designer Ampere (Bloomberg)
• Nvidia CEO says company has not been asked to buy a stake in Intel (Reuters)
• Nvidia to spend hundreds of billions on US supply chain, says chief (FT)
• A First Look at How Apple’s C1 Modem Performs With Early Adopters (Ookla)
• OpenAI’s o1-pro is the company’s most expensive AI model yet (TechCrunch)
• Apple Streaming Losses Top $1 Billion a Year (The Information)
• Apple innovation and execution (Benedict Evans)

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