Скачать или смотреть The Real iPhone Story Apple Investors Are Missing | Mark Gurman

Bloomberg’s Mark Gurman joins Zaid Admani to break down why the new iPhone 17 lineup could boost Apple’s revenue even without a super-cycle, the marketing genius behind the iPhone Air, how Apple’s hardware-first focus is exactly what consumers want, the reality of Apple’s AI and Siri ambitions, and what Tim Cook’s supply chain strategy means as tariffs and geopolitics reshape tech manufacturing.

Chapters
00:57 – “What were your takeaways from the iPhone 17 event?”
02:37 – “Could the iPhone 17 trigger a supercycle like the 16 was supposed to?”
04:53 – “If not units, what should investors really focus on?”
06:33 – “Why did Apple stock drop after the event?”
08:33 – “Are people really upgrading for AI, or just for new designs?”
08:49 – “Do you think the iPhone Air will be a flop?”
11:38 – “Why call it just the iPhone Air, not iPhone 17 Air?”
13:09 – “What’s happening with Apple’s AI strategy and Siri?”
16:17 – “Could Apple make a big AI acquisition?”
19:42 – “What’s next for Apple’s supply chain with tariffs and India?”
23:19 – “Will Apple ever move iPhone production to the U.S.?”
24:32 – “How much longer will Tim Cook stay as CEO?”
25:20 – “Who’s the likely successor after Tim Cook?”
26:16 – “What’s it like being the ‘Woj of Apple scoops’?”
27:26 – “NBA bonus: What are your expectations for the Lakers?”

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