Economist Podcasts The Intelligence: Will Apple’s customers share its Vision?
Feb 2, 2024
Guy Scriven, US technology editor at The Economist, discusses Apple's slowdown amid fierce competition, particularly from Microsoft. He dives into the potential of the Vision Pro augmented reality headset to buoy Apple’s fortunes. Don Wineland, China business editor, sheds light on the ambiguous messaging behind a new slogan from the Chinese Communist Party, highlighting the challenges of political communication and its impact on society. Together, they explore the intertwining of technology and politics in today’s landscape.
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Apple's Challenges
- Apple faces three challenges: antitrust, slowing core business, and geopolitics.
- These could dethrone it as the world's most valuable company.
Antitrust Concerns
- Regulators are scrutinizing Apple's App Store fees, but this isn't an immediate threat.
- Apple has found workarounds in the past and plans to allow alternative payment systems.
Slowing Core Business
- Apple's core business, iPhone sales, has stagnated since 2017.
- Revenue growth has slowed to 2%, significantly below the 10% average from 2012-2021.
