Apple’s $2,000 iPhone Duon Debuts With Limited Supply
Summary
Bloomberg Intelligence analysts discuss the economic implications of Apple’s new $2,000 iPhone Duo, noting its potential to shift customer behavior through leasing models. The episode also covers the "shambles" of the AI trade, analyzing high compute costs and negative margins for frontier model developers, while examining American Express’s premium card retention strategies and Infosys’s guidance cuts due to AI-driven budget reallocations and H-1B visa risks.
Topics discussed
Sponsorships: Morgan Stanley and Hex
Bloomberg Tech Minute: SpaceX hiring culture
Apple's new foldable iPhone and sales outlook
Apple's strategy, new CEO, and product innovation
The state of the AI trade and data center costs
Sponsorships: Morgan Stanley, Hex, and IBM
AI economics: OpenAI, Anthropic, and compute margins
Sponsorships: Eaton Vance, Hex, and IBM
American Express earnings and premium card strategy
Sponsorships: Eaton Vance, Hex, and IBM
Infosys earnings, AI crowd-out, and visa risks
Sponsorships: Whisperflow, Edward Jones, and Delta
Listen ad-free on Castria