Surveillance: Rajappa's Recession Call
Bloomberg Surveillance
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Apple's Ability to Protect and Grow Its Margin
The iPhone is still the most important product right now. But I think to go from three to four, three to five, three to six, we're going to have to see some sort of contribution from the Vision Pro,. And I think that's going to be challenging. The question is, did Apple tip off their strategy by naming it the Vision Pro? So are they going to have a lower price point AR VR head site called the Vision? Not unlike they do with their laptops.
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