Apple should launch a CLOUD and compete with AWS #stockmarket #technology #apple #allinpodcast
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Episode Description
Full episode: https://youtu.be/snbTCWL6rxo
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Brief Summary
Apple's revenue strategies and potential cloud service launch are discussed.
Key points
- Apple's Cloud Opportunity. Apple could defend its revenue share by launching a competitor to AWS.
Episode quotes
Transcript
they've squeezed as much revenue as they can out of the iPhone Services seems like the best place for them to make 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 there they should launch a huge competitor to AWS aure and gcp every developer that Apple has theoretically could have been running not just on Apple's SDK and apis but they should be running it in Apple Cloud that would have been an incredible way to defend a 30% rev share okay listen I'm taking 30% but here's a bunch of subsidized access to hardware and the market would have loved it and in this AI shift they can
still that the most valuable thing they could do would be to launch a big cloud they have all the app developers on test flight ready to go they just email them and say hey here's your free storage I mean they could just slowly add features
