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Apple should launch a CLOUD and compete with AWS #stockmarket #technology #apple #allinpodcast

March 13, 2024 / 00:41

This episode discusses Apple's revenue strategies, the App Store's challenges, and the potential for Apple to launch a cloud service to compete with AWS and GCP.

The conversation highlights concerns about Apple's current revenue model, particularly in relation to the App Store, which is facing increasing scrutiny. The hosts question why Apple has not yet launched a significant competitor to existing cloud services.

They suggest that Apple could leverage its existing developer base by offering subsidized access to cloud services, which could help justify its 30% revenue share from the App Store.

Additionally, the episode emphasizes the opportunity for Apple to support developers with free storage and other features, enhancing its ecosystem and potentially increasing revenue.

TLDR

Apple's revenue strategies and potential cloud service launch are discussed.

Episode

0:41

00:00:00

they've squeezed as much revenue as they can out of the iPhone Services seems like the best place for them to make

00:00:04

money but as we see the App Store is under assault it's a little bit of a head scratch or what's going on over

00:00:08

there they should launch a huge competitor to AWS aure and gcp every developer that Apple has theoretically

00:00:14

could have been running not just on Apple's SDK and apis but they should be running it in Apple Cloud that would

00:00:19

have been an incredible way to defend a 30% rev share okay listen I'm taking 30%

00:00:24

but here's a bunch of subsidized access to hardware and the market would have loved it and in this AI shift they can

00:00:29

still that the most valuable thing they could do would be to launch a big cloud they have all the app developers on test

00:00:35

flight ready to go they just email them and say hey here's your free storage I mean they could just slowly add features

Episode Highlights

Apple's Cloud Opportunity
Apple could defend its revenue share by launching a competitor to AWS.
“They should launch a huge competitor to AWS.”
@ 00m 08s
March 13, 2024

Episode Quotes

They should launch a huge competitor to AWS.
Apple should launch a CLOUD and compete with AWS #stockmarket #technology #apple #allinpodcast
The market would have loved it.
Apple should launch a CLOUD and compete with AWS #stockmarket #technology #apple #allinpodcast
They could just slowly add features.
Apple should launch a CLOUD and compete with AWS #stockmarket #technology #apple #allinpodcast

Key Moments

App Store Assault00:06
AI Shift00:27
Cloud Launch Potential00:31