Pivot “The Apple “Rundle” is anemic, the California brain drain (California’s exodus) and a prediction on Palantir’s direct listing
Sep 18, 2020
The hosts dive into Apple's strategic shift towards fitness subscriptions, critiquing its value proposition. They discuss the celebrity Instagram boycott against misinformation and its impact on social media accountability. California's identity struggles amid climate challenges and housing issues are analyzed. Plus, predictions about Palantir's direct listing highlight its financial hurdles and competition. A blend of humor and insightful discussions keeps the dialogue engaging.
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Apple's Stock and Recurring Revenue
- Apple has not increased earnings but its stock is up because of recurring revenue from services.
- An effective bundle needs a compelling offer, which Apple One currently lacks.
Business Lesson for Companies
- Companies should differentiate themselves through original content in a low-growth economy.
- They must offer a strong value proposition like Amazon Prime or Netflix to justify bundling.
Anemic Apple Bundle
- Rich people value ease and convenience over saving money.
- Apple's current bundle is not compelling enough and lacks the value proposition of services like Amazon Prime.