Apple made errors relating to China and "S" cycles, XR, and growth strategies, but reasons for optimism remain as headwinds, like cheap battery swaps, will fade (Ben Thompson/Stratechery)
Ben Thompson / Stratechery:
Apple made errors relating to China and “S” cycles, XR, and growth strategies, but reasons for optimism remain as headwinds, like cheap battery swaps, will fade — As rare as last week’s Apple revenue warning from CEO Tim Cook may have been — the company last issued a revenue warning …
Apple made errors relating to China and "S" cycles, XR, and growth strategies, but reasons for optimism remain as headwinds, like cheap battery swaps, will fade (Ben Thompson/Stratechery)
Source: Tech Meme
