Stratechery cover image

iPhones 17 and the Sugar Water Trap

Stratechery

00:00

Apple's Strategic Position in the Evolving Tech Landscape

This chapter explores the expansion of Apple's services sector, focusing on user growth and App Store revenue, while analyzing its competitive dynamics with Google. It also considers the trade-offs Apple has made regarding search and data capabilities, questioning its future in AI and the broader tech landscape.

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