Asymco One Office Hours Live Q&A with Horace Dediu & Gene Munster: April 8, 2026
A lively discsussion of Apple topics such as:
- Geopolitics: China concentration; Taiwan tail risk
- Financials: Solid near-term growth
- AI: Critical narrative shift; to be proven
- Growth Strategy: User expansion
- Business Model: Evolution: hardware → services → Personal AI platform
- Moat: Privacy + integration; trust
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