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Episode
iPhone16 Arrives + Apple Intelligence Delays
Views
2K
0.1× the show’s average
Episode2K
Show avg18K
Published
2y ago
Sep 11, 2024
Length
41m
show avg 53m
From the show
Chapters
Ranjan Roy from Margins is back for our weekly discussion of the latest tech news. We cover 1) Apple's iPhone16 launch 2) Apple Intelligence disappointment & delays 3) Apple's future runs through Siri 4) Apple Intelligence's impact on iPhone16 sales 5) Will the iPhone17 spark a supercycle? 6) Does Apple Intelligence compete with apps? 7) Apple's reliance on its services business 8) Is Apple a software company now? 9) Risks of Apple's software reliance 10) What happened to the Vision Pro?
- 0:00Introduction and Background
- 1:58Disappointing Features and Incremental Upgrades
- 9:22Delayed Siri and the Importance of Voice Controls
- 17:48Transition to a Software-First Approach
- 23:02The Potential Disruption of Apple Intelligence
- 29:29Services Revenue Surpassing iPhone Revenue
- 38:47The Future of Apple and the Alarm Bells
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