i think the critical point for apple was january, second and third this year, they had to issue a revenue warning. They would miss their numbers. They miss them dramatically. And it almost feels like, again, this is classic overfitting, looking backwards. The eyephoneis not going anywhere. It's going to continue to be a major revenue, profit driver for apple for a very long time to come. But it feels like apple has really internal i that the iphone is no longer the end all, beall for the company. Apple CEO Tim Cook gave his first post ephone keynote at an event in San Francisco last week.
Ben and James discuss WWDC keynote and why it was so important for Apple to move past the iPhone.
Links
- Ben Thompson: Apple’s Audacity — Stratechery
- Ben Thompson: Apple’s Middle Age — Stratechery
- Letter from Tim Cook to Apple investors — Apple
- Ben Thompson: Strategy Credit — Stratechery
- Updates to the App Store Guidelines — Apple
- Ben Thompson: Antitrust, the App Store, and Apple — Stratechery
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