Aaron Pressman on Nostr: Painful take on Apple from Needham & Co analyst Laura Martin: “We worry that AAPL ...
Painful take on Apple from Needham & Co analyst Laura Martin: “We worry that AAPL is a hardware company, in an era of software disruption. GOOGL, META, MSFT all have software as their core DNA, and we aren't surprised that they have adopted GenAI innovations faster than AAPL. We worry that hardware introductions like the Vision Pro are evidence that AAPL feels more comfortable solving difficult hardware problems, even if they are irrelevant.”
Published at
2024-09-24 11:49:46Event JSON
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