Apple should launch a CLOUD and compete with AWS #stockmarket #technology #apple #allinpodcast
00:00:00.000 | - They've squeezed as much revenue as they can
00:00:01.520 | out of the iPhone.
00:00:02.360 | Services seems like the best place for them to make money,
00:00:04.560 | but as we see, the App Store is under assault.
00:00:06.840 | - It's a little bit of a head scratcher
00:00:08.080 | what's going on over there.
00:00:08.960 | They should launch a huge competitor to AWS, Azure, and GCP.
00:00:12.240 | Every developer that Apple has
00:00:14.160 | theoretically could have been running
00:00:15.600 | not just on Apple's SDK and APIs,
00:00:17.820 | but they should be running in an Apple Cloud.
00:00:19.440 | That would have been an incredible way
00:00:20.920 | to defend a 30% rev share.
00:00:22.480 | Okay, listen, I'm taking 30%,
00:00:24.100 | but here's a bunch of subsidized access to hardware.
00:00:26.440 | And the market would have loved it.
00:00:27.960 | And in this AI shift, they can still do that.
00:00:30.320 | The most valuable thing they could do
00:00:32.160 | would be to launch a big cloud.
00:00:33.400 | - They have all the app developers on test flight
00:00:35.560 | ready to go. - They have all of them.
00:00:36.400 | - They just email them and say,
00:00:37.440 | "Hey, here's your free storage."
00:00:38.640 | I mean, they could just slowly add features.