zippy1
09-19 16:30

$Apple(AAPL)$

The iPhone is the modern day platform for life. And it will continue to be so for at least the next 40 years as I expect millennials to stick to what they know and their kids will likely be similar..

The thing is...AI/ChatGPT will not truly take off to the masses unless is native on iPhone. Apple's 'flywheel' in a sense are many other tech companies that come together in a singular platform like the iPhone. That's a strong moat tbh. Apple Maps sucks (or used to I stayed loyal to google maps) yet is a powerhouse, because apple wanted it to be.

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