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Accelerating The iPhone Supercycle

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Content provided by Down Round. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Down Round or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

We didn't cover the Apple iPhone keynote last week because it wasn't particularly exciting and there were virtually no surprises. But, having been given a week to ruminate on it, we have thoughts.

In this ep, we talk about why analysts have been obsessed with an AI-driven iPhone supercycle, why Apple has backed itself into a corner by overcharging for RAM, and the slow death of the smartphone.

See omnystudio.com/listener for privacy information.

  continue reading

207 episodes

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Accelerating The iPhone Supercycle

Down Round

12 subscribers

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Manage episode 440441476 series 3377686
Content provided by Down Round. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Down Round or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

We didn't cover the Apple iPhone keynote last week because it wasn't particularly exciting and there were virtually no surprises. But, having been given a week to ruminate on it, we have thoughts.

In this ep, we talk about why analysts have been obsessed with an AI-driven iPhone supercycle, why Apple has backed itself into a corner by overcharging for RAM, and the slow death of the smartphone.

See omnystudio.com/listener for privacy information.

  continue reading

207 episodes

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