Some very valid points. No doubt you’re keeping across analysts such as Above Avalon.
What do you see in the way of paradigm changes in the iPhone?
As an investor myself I’m curious as to whether the merging of the Airpods/Watch/iPhone starts to become a total platform change.
The 10 year anniversary will be interesting, I wonder if the iPhone starts to show greater AR capabilites as expressed through their recent acquisitions.
I wonder if the voice first (Airpods+Watch), supported with an AR UI from the iPhone could be that change..