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Wednesday, May 1, 2024
Checked 9:30 PM; Last Updated 11:35 AM CDT; 16:35 GMT
 

 

Talking Heads Discussion

May 11, 2016
Headline: "Apple R&D Reveals a Pivot Is Coming: People are focusing on the wrong thing when analyzing Apple's path forward in the face of slowing iPhone sales. Instead of debating how much Apple will try to monetize the iPhone user base with services (not as much as consensus thinks), the company is instead planning its largest pivot yet. There are only a handful of logical explanations for Apple's current R&D expense trajectory, and all of them result in a radically different Apple. In a few years, we are no longer going to refer to Apple as the iPhone company."" Above Avalon


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