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When Tim Met Trump: Part II - MOSK: 11.26.2024
Nov 26, 2024
The podcast dives into the growing interest in iPhones, particularly in China, amid Apple's enhanced features. It discusses significant meetings with China's leadership and highlights Apple's regulatory challenges in India regarding the App Store. There's also a look at the repairability of the latest MacBook Pro models, revealing their complexity. Additionally, a shift in cashback offers for Apple Card users at Panera is announced, reducing the benefit from 3% to 2% in 2025.
16:00
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Quick takeaways
- Growing interest in iPhone upgrades is largely driven by enhanced Apple intelligence features, indicating a potential increase in service revenue.
- Corporate leaders, including Apple's CEO, emphasize the necessity of stable U.S.-China relations for maintaining Apple's complex supply chain amid trading challenges.
Deep dives
Positive Trends in iPhone Sales
Analysts indicate a growing interest in upgrading iPhones, particularly due to enhanced Apple intelligence features. A survey highlighted by Morgan Stanley suggests that upgrade intentions over the next year are higher than expected, driven by features such as Siri and image enhancements. Notably, the influence of Apple intelligence on users' decisions to upgrade is significant, with many expressing a willingness to pay for access to these features. This shift could lead to increased service revenue, reinforcing the outlook for future iPhone sales as demand appears to be building.
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