Apple (Ticker: AAPL) with Anirban Mahanti
Chit Chat Stocks
00:00
Android and Apple's Relationship
Apple has a lock-in effect as well, right? If I've got an iPad, iPhone, and this and that, you know, I'm more likely to get a vision pro than ever think of getting an Oculus. So those sort of things really work in their favor. And if you look at other comparable companies at scale, they are very good in terms of managing their own spend. It's just sometimes it's not just about how much money you throw, but it's about how you manage it. That's what I think they compete withDifferent players in different areas, right? There's a lot of competition. Almost all services have significant competitors in them.
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