Episode Details

Apple just dropped a monster quarter with $143.8B in revenue, but the real story isn't the cash pile—it's the strategic plot twist. After months of bearish sentiment, Greater China revenue exploded +38%, essentially resurrecting the region and proving the iPhone 17 supercycle is real. However, success has a price: Tim Cook admits the company is in "supply chase mode," with Q2 growth officially capped by physics (and 3nm chip shortages). 📉🏭

In this episode, Susie and Miro dig into the details you might have missed, including the bombshell admission that Apple is collaborating with Google on "Apple Foundation Models." Is this a masterclass in capital efficiency or a sign that the Walled Garden is finally cracking?

We unpack the frenemy pivot, the 48% margins, and why the stock stayed flat despite the massive beat. 🍏👀