No. of Recommendations: 1
Meaning that many existing Apple customers will need to upgrade to more powerful iphones (and computers) to access the inherent power of the Apple eco system enhanced by this new AI alliance. Apple being the preeminent operating system/device eco system in existence. (Sometimes I need to reword things so I can understand them better.)
Yup, we already know that existing iPhone customers upgrade on a regular cycle, this is likely to accelerate and protect the next few upgrade cycles. I wouldn't be surprised to see a margin expansion as well.
FYI: There already are a few compelling AI Apps - of course ChatGPT is the most obvious one, but there are some that will generate music, photos, etc... These are all "toy" apps right now, but new ones are coming that will be much more interesting.
tecmo
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