Google and Apple Avert Disaster, More on Kpop Demon Hunters and Hollywood, Mail on Microsoft, Adobe and ASML
Date: Podcast: Sharp Tech with Ben Thompson
Key Insights
Bullish:
- $GOOGL - Google's strategy of revenue sharing agreements has effectively entrenched its market position, giving it a strong advantage in the industry.
- $MSFT - Microsoft is seen as having better business opportunities than Apple, particularly in AI and cloud computing.
Bearish:
- $AAPL - While Apple may benefit financially in the short-term from its deal with Google, it could be hindering Apple's long-term innovation, especially in AI.
- $SAAS - The subscription model for enterprise software, which has been crucial for SaaS companies, may be under threat due to AI reducing employee numbers.