WWDC
by Asymco
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Did a lottery winner become “the company of the future”?
An Office Hours question, June 9, 2026. Q: The Wall Street Journal just ranked Nvidia the top “company of the future,” with Apple down at number 12. What’s going on with Apple’s brand image — and is that ranking right? Look at Nvidia’s history. For most of it, revenue was flat. Then, in the last… →
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Will agents kill the app economy?
An Office Hours question asked by Dave Emery, June 9, 2026. Q: Will agentic AI replace the vibrant app economy, consolidating revenue to Apple and the agent providers? Or will it enable a new set of apps? The premise of intent as an operating system is that you assemble the solution to a complex problem… →
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Earnings are an opinion, cash flow is a fact
An Office Hours question asked by Dave Emery, June 9, 2026. Q: Are we heading for an AI bust for the large hyperscalers? Or will the spending eventually produce the revenue the advocates promise? And if it’s a bust, how does Apple adjust? There is already revenue — there’s just not much profit, and not… →
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Why is the most expensive thing you own the dumbest?
An Office Hours question asked by Lalit, June 9, 2026. Q: Could some future Apple TV morph into a data center for the family? And what about all the talk about Home and AI? I’ve anticipated the Home story for years, and maybe this is the year. Home needed a big upgrade in intelligence, because… →
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Asymetric Podcast: Episode 138 — Watershed
Horace on WWDC 2026, John Ternus’s timing, what we can learn from the candy bar, and Judd’s indifference to origami. Also, World Cup predictions. →
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Was Siri just thirteen years too early?
An Office Hours question asked by Bob V., June 9, 2026. Q: When the iPhone 4S came out, the rumor was that Siri was its own operating system running alongside iOS. Watching WWDC, that intent-based OS finally seems to be arriving. Was Siri just thirteen years too early? It would seem that there’s nothing really… →
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Why is Apple selling hygiene?
An Office Hours question asked by Greg, June 9, 2026. Q: That long child-safety section seemed to be championing the walled garden — things Apple can do that companies whose business models depend on selling data can’t. Was that a stance against Facebook or a message for the politicians? It’s a super important thing, but… →
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Where is the monetization? Follow the compute
An Office Hours question asked by Roger S., June 9, 2026. Q: Beyond selling more capable hardware — phones, Macs, iPads — is there real monetization in all of this AI? Absolutely. They gave us an architecture: it’s about intent, about orchestration, about routing a request through multiple models and input types, and then deciding… →
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What’s a billion between friends?
An Office Hours question asked by Bob V., June 9, 2026. Q: The Apple–Google deal for the frontier model is multi-year with no known end date. What happens after — and what is Google really getting out of it? When that deal came out, people jumped to conclusions. I talked to Laura Martin {of Needham),… →
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WWDC Special: Asymco Office Hours – June 2026 – Live Q&A with Horace Dediu: Recording & Transcript
Live Q&A Recording & Transcript avaiable to →
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Supply Chain Checks Show Non-Doom Scenario has Legs
GF Securities said a recent survey on the tech giant’s supply chain suggests a “solid outlook.” “Following the earnings call on Jan. 29, 2026, we did a supply chain research which indicates strong iPhone build momentum (incl. 2H26’s models) as well as cost management aiming to keep the starting selling prices of iPhone 18 Pro/Pro… →
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