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Accelerating The iPhone Supercycle

Down Round

CHAPTER

Apple's Pricing and Upgrade Dynamics

This chapter analyzes Apple's pricing strategy, particularly for the iPad and upcoming iPhone 16, while discussing the implications of RAM limitations on AI features and user upgrade motivations. The speakers critique Apple's historical RAM choices and how they impact potential growth in AI and subscription services. They also explore the balance Apple seeks between service subscriptions and hardware sales amidst evolving consumer needs and expectations.

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