

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.
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Episode notes
iPhone Upgrade Drivers
- iPhone upgrade intent is rising, driven by Apple Intelligence features.
- Apple Intelligence is a top upgrade driver, despite its early stage.
Tim Cook's Meeting in China
- Tim Cook met with China's Premier Li Cheng along with other corporate leaders.
- The meeting addressed concerns about supply chain stability amidst U.S. tariff talks.
Tim Cook's Trump Strategy
- Tim Cook developed a unique strategy for working with President Trump.
- He focused on direct communication and presenting single data points in meetings.