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Apple (Ticker: AAPL) with Anirban Mahanti

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The Cyclicity Risk of iPhone

The Apple One business has grown from pretty much nothing, right? You should be really small business. It's basically selling a lot of people and then getting people into the ecosystem. And you have different tiers of services that you can buy today. But I mean, whatever is the highest Apple One plus plus here, you know, because we have the terabytes of storage and we have pretty much every Apple service. The only reason they don't have it is probably the cost or Whatever - but you know, if they can convince that you can get this phone and you can stick to it for five years, there will be a switch.

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