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Okay, Computer 10/5/22: Elon Eats Bird & Conversations with Not Boring’s Packy McCormick and FirstMark Capital’s Rick Heitzmann

RiskReversal Pod

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Is China an Issue for Apple?

I think you're going to see both supply and demand pressures on Apple from China. Europe obviously is in worse economic rates than us. I have seen the numbers for the social apps in September and the US. They're all trending up so downloads, MAUs, DAUs, WAUs, weekly active users,. daily active users for Pinterest, Snap, Facebook, amazingly are all trending up in terms of download and consumption time. So a lot of this has come from both Europe and Asia and probably China.

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