Down Round
Accelerating The iPhone Supercycle
Sep 17, 2024
The podcast dives into the hype around an AI-driven iPhone supercycle, revealing a paradox of stagnant innovation. It critiques Apple's pricing strategies and the implications of RAM limitations on user upgrades. The speakers humorously highlight the smartphone market's saturation and ponder the future of device naming conventions, including the whimsical 'iPhone slim.' Personal anecdotes about technology challenges while traveling evoke nostalgia for a pre-smartphone era, sparking a lively discussion on the evolution of connectivity and user expectations.
36:15
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Quick takeaways
- Apple's shifting focus from hardware sales to services revenue highlights a strategic pivot aimed at higher profit growth through subscriptions.
- The stagnation in smartphone innovations, exemplified by minimal changes in the iPhone 16, indicates a plateau in the tech industry.
Deep dives
Declining NPS Scores and Evolving Listener Feedback
The discussion begins with a painful acknowledgment of the significant drop in Net Promoter Scores (NPS) for the podcast, plummeting from a nine to a four. Previously enjoying a plethora of five-star reviews, the hosts reflect on a particularly critical one-star review highlighting listener disappointment over the podcast transitioning to a paid model. Interestingly, the author of this negative review later returned to upgrade the rating to five stars, prompting the hosts to consider sending a thank-you mug as a gesture of goodwill. This change in perception marks a potential indication of evolving listener expectations, suggesting that audience sentiment can shift with time and improved content delivery.
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