Locator: 44869AAPL.
Chips, semiconductor: link here.
- Home page for tech: link here.
- The cloud: link here.
- Streaming: link here. Streaming wars.
- Spatial computing: link here.
- Generative AI: link here.
- Apple Silicon: link here.
- Supercomputers: link here.
Apple, a $3-trillion-market cap company. Right, wrong, indifferent, I break it down this way:
- $1 trillion: hardware with integrated software, e.g., watches, iPhones, laptops, desktops, Vision Pro.
- $1 trillion: services, e.g., cloud services; TV+; music; Siri; medical (oxygen monitor); apps; browser, maps.
- $1 trillion: Apple Silicon, the chip division.
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